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Islamic Wills & Estate Planning Lawyer In Ashland, Massachusetts
Cali Law is an estate planning law firm located in Ashland, Massachusetts. We provide our clients with a wide range of estate planning services, including estate tax planning, probate, trusts, and special needs planning. We also assist in the preparation of estate tax returns for our clients.
Attorney Joshua K. S. Cali is an experienced estate planning lawyer serving Middlesex County and the surrounding areas. He earned his undergraduate degree from Bentley University in Woburn, Massachusetts, and his law degree from UCLA School of Law. Before opening his practice, Josh worked at a boutique law firm where he prepared wills and trusts for wealthy individuals.
The team at Cali Law is dedicated to helping clients navigate their estate and elder law matters, always striving to make the process as simple and stress-free as possible. Our astute team members are highly trained professionals who have our client’s best interests in mind every step of the way.
We Focus Exclusively On Estate Planning In Massachusetts
Most people procrastinate when planning for illness and death. However, regardless of your current situation or the size of your assets, having an effective estate plan in an emergency can give you peace of mind that your family is protected. We can help you create an estate plan or help you change it whenever your situation changes. We’re devoted to assisting our clients in planning for their futures by developing comprehensive and effective estate plans.
Why Choose Cali Law?
We Use Technology To Our Advantage: Our team utilizes advanced technology to decrease our drafting burden. This way, we can spend our time and energy designing a plan that meets your needs. Furthermore, we provide free consultations for our clients, so you will know your options before making any decisions.
We Are Dedicated To Our Clients: At Cali Law, we are committed to providing our clients with the highest quality estate law services. We’re experienced in all aspects of estate law. Estate law includes trusts, wills, powers of attorney, advanced healthcare directives, Medicaid planning, elder law, guardianship, conservatorships, estate taxation, and probate.
We Provide Affordable, Experienced Legal Help: Our goal is to provide you with experienced estate planning services and legal advice, all while keeping the cost affordable. We’re conveniently located in Ashland, Massachusetts, near Ashland state park.
We’re Here When You Need Us: We know our clients’ schedules are busy, so evening and weekend appointments are available. If you’d like more information on how we can assist you with Estate Planning, please call our office any time at (508) 233-2305.
Our Practice Areas
Estate Law Services We Offer
ESTATE TAX PLANNING
When it comes to taxes, an effective way to avoid or lower one’s tax bill is through good tax planning. We help our clients reduce federal and Massachusetts estate taxes through effective tax minimization strategies, in turn, reducing their tax liability.
Massachusetts estate taxes are much lower than Federal estate taxes. They are taxed at a graduated rate of a minimum of 0.8% to a maximum of 16%. Your estate will only be taxed at 0% if the value is less than $40,000. For example, suppose your estate is worth $1 million. In that case, your taxes due would total an estimated $36,500 in Massachusetts estate taxes.
Our firm has experience working with high-net-worth families as well. We understand how complicated it can be to manage finances when dealing with multiple generations. Rest assured, our firm’s skillset allows us to provide guidance and advice to ensure you receive the most helpful estate tax plan possible… Learn More
MEDICAID PLANNING
Our firm helps those who’ve worked hard throughout their lives to save enough money for retirement, only to discover that they will need a giant nest egg to cover the costs of long-termed care. Our lawyer will help you to be able to afford the long-term care you need without giving up assets you want to leave to your family by implementing Medicaid planning.
Medicaid planning helps preserve as many of your resources as possible while still meeting the requirements to receive the Medicaid benefits. Unfortunately, most people believe that they would not be able to meet these requirements, this is why speaking with an experienced attorney is necessary. At Cali Law, we offer free consultations so you can get all the details before ruling out Medicaid in the future… Learn More
PROBATE
Probate is the legal process for determining whether there is an existing will. During the probate proceeding, the deceased person’s debts are paid off, and their assets are divided among their heirs. Probate is needed when you need to change the ownership of real estate, or changing ownership of any bank accounts or investments that are only in the decedent’s name.
At Cali Law, we can help if you are the named executor in someone’s will, an heir, or a beneficiary. Probate can be overwhelming, so trust that we can help you through this challenging time in your life.
TRUSTS
A trust is a legal document that gives you, another person, or an institution the power to hold and manage your money for your or another person’s benefit. Having a trust in place can help with an estate plan, taxes, and medical costs as well as any charitable donations.
A trust can also be used to protect your assets from creditors, family members, and even yourself. At Cali Law, we can help you plan for the future by creating a trust that fits your best interests to ensure your and your beneficiary’s needs will be met.
SPECIAL NEEDS ESTATE PLANNING
Special needs estate planning combines financial and legal planning so that people with disabilities have enough resources for their lifetime care. Special needs planning includes:
- Identifying beneficiaries
- Documenting beneficiaries and assets to be distributed
- Protecting your assets
Special needs planning is done to ensure that your beneficiary has sufficient funds to pay for their future medical expenses. It also can affirm that your child’s care will be legally transferred to another authority at the time of your death.
Our firm also provides skilled special needs estate planning so those with special needs do not become ineligible for public assistance programs to which they might be eligible… Learn More
Client Testimonials
“Who doesn't love EXCELLENCE at an AFFORDABLE price? Joshua K. Cali and his team at Cali Law have harnessed technology and experience at high-end, boutique estate planning firms to bring estate planning to "everyday" people like me.”
– Heidi M.
"Josh and his team helped me through the selling process of my townhouse. This was during an extremely stressful time in my life and I can’t thank Josh enough for making the legal process so seamless. If you want to have a smooth closing, I highly recommend Cali Law!"
- Deborah M.
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Office Location
60 Pleasant Street
Suite 10-A
Ashland, MA 01721
Office Hours: Monday - Friday (09:00AM - 05:30PM)
