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I didn’t appreciate the importance of estate planning until I became a parent. I was like most new parents, and I procrastinated in completing my estate plan. I didn’t think anything would happen to my wife or me and there was always something else that I made a priority.
My wife and I were planning our first trip without our kids and every parent’s greatest fear set in – who would take care of our kids if something happened to us.
This fear finally motivated us to make sure we had a plan in place. I wanted to do everything we could to protect our kids, so I started to learn more about estate planning.
I was working in the financial services industry, so I saw first hand what could happen if there wasn’t a plan in place. A large inheritance squandered in a short period or a family fighting for what they believed was owed to them. And worst of all, financial advisors preying on their vulnerable clients. I wanted to make sure that my family avoided these problems.
The more I learned about estate planning, I realized it involved more than distributing assets and avoiding taxes.
An estate plan could help pass family values to the next generation or maintain family harmony through difficult times. Or a sound estate plan could protect your family from people who want to take advantage of them.
Possibly, families could avoid the problems I saw on a daily basis if an estate plan was in going through the estate planning process, I knew that I wanted to help families and business owners protect what matters most to them. I wanted to provide them with peace of mind by having a solid estate plan in place.
So I started Aubrey Law.
My goal is to guide you through the estate planning process by getting to know you and learning about your concerns.
And, most importantly, creating a great estate plan that provides your family with the protection it deserves.
If you’re interested in seeing if I can help you, please let me know.
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Chat withState: Massachusetts
Acquired: 2001
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1329 Highland Ave, Suite 1, Needham, MA, 02492
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2016 - Present
Attorney, Aubrey Law, LLC
2013 - 2016
Regulatory Affairs, LPL Financial
2012 - 2013
Assistant Vice President, State Street Bank
2005 - 2012
General Counsel, Bolton Global Capital
2001 - 2005
Associate, Law Office of Anthony Annino, III
2017 - Present
American Bar Association
2016 - Present
Boston Bar Association
2015 - Present
Massachusetts Bar Association
2015 - Present
WealthCounsel
2003
LL.M - Master of Laws
2000
JD - Juris Doctor
1996
BS - Bachelor of Science
1992
High School
English
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