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Cohasset Estate Planning Attorney
Protecting Cohasset Families With Thoughtful, Comprehensive Estate Plans
Local & Trusted
Why Cohasset Families Choose the Law Office of Jason Cullen
Cohasset is a small, distinctive coastal community where families value privacy, quality, and doing things right. Estate planning here often involves more complexity than a standard will can handle, including higher-value homes, investment portfolios, and multiple properties.
The Massachusetts estate tax applies at $2 million. In Cohasset, many families are at or above that threshold before accounting for retirement savings, life insurance, or other assets. Irrevocable trusts, gifting strategies, and properly structured beneficiary designations can significantly reduce your family's tax exposure. These strategies need to be implemented proactively.
Every estate plan I build starts from scratch based on your family's specific situation. I take the time to explain every document and make sure you are confident in your plan before you sign anything.
Whether you need a comprehensive trust-based plan or a straightforward will with the right supporting documents, you get the same level of personal attention and care.
How I Help
Services I Provide to Cohasset Families
I offer a full range of estate planning services tailored to your needs, including will-based estate plans, trust-based estate plans for probate avoidance and tax planning, irrevocable trusts for asset protection, durable powers of attorney, healthcare proxies, and uncontested probate assistance.
Estate Planning
Trust-based plans for couples who want to keep the house out of probate and under the $2 million line, and will-based plans for families getting the foundation in place.
Learn more →Uncontested Probate
Guidance through the probate process with clear timelines and flat-fee pricing.
Learn more →Frequently Asked Questions
Common Estate Planning Questions in Cohasset
At what level does the Massachusetts estate tax apply?+
Massachusetts has an estate tax when an estate is worth more than $2 million after debts, like a mortgage, are subtracted. It counts your home, retirement accounts, investments, personal property, and life insurance you own. Real estate and belongings located outside Massachusetts do not count. Only the part over $2 million is taxed. The old rule that taxed the whole estate ended in 2023. Proper planning can reduce or eliminate this tax for your family.
How do I plan for multiple properties in my estate?+
If you own more than one property, especially in different states, each property can trigger a separate probate proceeding in its respective state. Placing all of your properties in a revocable living trust avoids probate in every state and keeps the transfer process simple for your family. You can transfer properties into a trust even if they still have mortgages on them. I help Cohasset families structure their plans to handle multiple properties, second homes, and rental properties efficiently.
What is the difference between a revocable and irrevocable trust?+
A revocable living trust gives you full control during your lifetime. You can change it, add to it, or dissolve it at any time. It avoids probate but does not provide asset protection or tax benefits. An irrevocable trust, once established, generally cannot be changed. In exchange, it removes assets from your taxable estate, which can reduce estate taxes and protect those assets from creditors. The right choice depends on your goals, and many families use both types as part of a comprehensive plan.
Ready to Protect Your Family?
Schedule a consultation to discuss your estate planning needs. I serve Cohasset and communities across the South Shore.
(781) 724-1721Flat-fee services · No surprises · Straightforward from start to finish