Dotchin Law, LLC

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Concord, MA
Dotchin Law, LLC

We create customized estate plans for you and your family to help you plan for life. We understand you’re busy, so we’ve simplified the process for you.

Plus, you can meet with us virtually, in Concord, Wellesley, or Boston - whichever is most convenient! We help you do so much more than help you create a set of documents that you'll likely never look at again. Instead, we're here to help you plan for your legacy as well as your life. And, when you're no longer here, to make sure that your loved ones have someone to turn to. You want to know that

you've made the best decisions for your family. You want to know that your family will be at ease later because of how well you prepared. And, you want to know that your children will be cared for in the best way possible. That's our focus too. We're here to help you build and maintain your legacy and to ensure that the most important details of your planning are followed through on so that your plan continues to work throughout your lifetime. Your family wealth is so much more than your financial worth. It's your values, your insights, your stories, and your experiences. We know that finding the right attorney to represent you is a choice that's not to be taken lightly. That's why we offer a complimentary Family Wealth Planning Session to walk you through your needs, the scope of your goals, and your budget. Contact us today to schedule your complimentary Family Wealth Planning Session.

03/13/2025

A majority of Americans (67%) don’t have any estate planning in place. Without estate planning, if you’re incapacitated, it will be up to a judge to decide who makes your medical and financial decisions. It requires your loved ones to ask the court to appoint them to be your conservator or guardian, and the judge will determine who he/she thinks is the best person for the job.

Estate planning is for everyone - not just the wealthy. Take control of your future and give yourself peace of mind that someone you know, love, and trust will always be able to help you in an emergency.

Message us to schedule your free call.

03/12/2025

💡Mom Hack: Plan for Their Future Now💡

You baby-proof the house, pack the best lunches, and kiss every boo-boo. But, have you secured their future? Estate planning isn’t just about assets - it’s about making sure your little ones are always protected no matter what.

✅ Choose legal guardians you know, love, and trust to be there for your kids if you ever can’t be there yourself
✅ Ensure your wishes are followed (not someone else’s)
✅ Give yourself peace of mind

Because planning ahead is just another way moms show love 💕 Let’s make it easy - message us today to get started.

12/17/2024

A will is your basic instruction manual for what happens to your assets after you die, but it still requires your family to go through the probate process. While a will allows you to name guardians for your minor children and specify who gets what, your personal representative must file the will with the court and potentially wait months or maybe even yers before receiving your assets. Plus, everything becomes public record - so anyone can look up what you owned and who got it.

With a trust, your assets can be passed to the people you choose without a court process and completely privately. You write the rule book! Think of a trust like a container that holds your assets during your lifetime and then, upon your incapacity or death, a successor trustee you've named can step in and manage your affairs. They can pass assets to the beneficiaries you choose in the way you choose.

And, without either of those, you still have a plan - it's the plan chosen for you by Massachusetts, and you may not like it. Almost certainly, your loved ones won't like it because it means they'll likely need to deal with a court process called probate. Your assets are distributed according to state law and a judge decides who gets what. This could mean that your assets go to the people you'd want. But, it could also mean that your assets wouldn't go to the people you choose the way that you'd choose. It also means your family could face a length, expensive, and public process during an already difficult time.

Call to schedule a free consultation 📲(617)716-9715

06/29/2024

If you’re in Revere today, stop by and say hi!

01/09/2024

People always ask when they should start estate planning. The reasons that someone first considers estate planning is different for everyone. But, usually it’s tied to a big life event.

Sometimes it’s because they turned 18 and their parents had them start the process. Sometimes it’s because they got married, bought a house, or had a baby. And, sometimes it’s because they saw someone close to them go through a situation that required estate planning.

Everyone over 18 should have at least basic documents. As time changes and your life changes, you can always update and add to your plan. But, once you’re an adult, no one has the ability to make medical or financial decisions for you unless you document your wishes. That means in an emergency, without documents, your parents, your partner, or your spouse would need court permission to make decisions for you.

So, if creating a will or a trust has been on your list or is something you have questions about, I invite you to reach out an ask. It doesn’t cost anything to start getting your questions answered. And, if you’d like to get started but appreciate moral support along the way, I invite you to register for our Resolution, Peace & Planning Workshop (link in bio).

01/08/2024

Our Resolutions, Peace & Planning Workshop starts Thursday! Register using the link in our bio! 🙂

As we kick off 2024, it’s the perfect time to reflect on our goals, aspirations, and legacy. And, one essential aspect of that is your estate planning - ensuring your goals and legacy are protected, your wishes are honored, and your loved ones are protected.

Join us for our Resolutions, Peace & Planning Workshop where we’ll guide you through the key elements of creating a comprehensive estate plan. And, the best part? You get a customized, comprehensive estate plan as part of this workshop! We’re including our most popular package, our trust plan.

Don’t miss this opportunity to kick off the year with a proactive approach to securing your legacy.

Let’s make 2024 the year you take control of your future and leave a lasting legacy for your loved ones.

When you join us, you’ll get:
✅ A virtual kickoff on Thursday, January 11th at 6:00pm where we’ll cover estate planing basics, the best way to title assets, and how to make decisions that are right for you and your loved ones
✅ The guidance and resources you need to make informed, educated decisions that are right for you and your loved ones
✅ Unlimited access to us during the course of the workshop for questions and additional support
✅ A comprehensive customized estate plan, including a revocable trust to bypass probate and save your loved ones time and money (a $5,000 value!)
✅Medical Directives, Powers of Attorney, and Guardian Nominations
✅ Signing Ceremony on Saturday, February 10th at 10:00am. We’ll have food and refreshments (including mimosas) to celebrate!

You don’t want to miss this opportunity to join us!

01/03/2024

Today only, register for our Resolutions, Peace & Planning Workshop using the promo code NEWYEAR2024 and receive $500 off! Register as a married couple: https://buy.stripe.com/6oE2a15WA6Qmb3W6op
Register as a single person: https://buy.stripe.com/14k4i984IfmSgogdQS

As we kick off 2024, it’s the perfect time to reflect on our goals, aspirations, and legacy. And, one essential aspect of that is your estate planning - ensuring your goals and legacy are protected, your wishes are honored, and your loved ones are protected.

Join us for our Resolutions, Peace & Planning Workshop where we’ll guide you through the key elements of creating a comprehensive estate plan. And, the best part? You get a customized, comprehensive estate plan as part of this workshop! We’re including our most popular package, our trust plan.

Don’t miss this opportunity to kick off the year with a proactive approach to securing your legacy.

Let’s make 2024 the year you take control of your future and leave a lasting legacy for your loved ones.

When you join us, you’ll get:
✅ A virtual kickoff on Thursday, January 11th at 6:00pm where we’ll cover estate planing basics, the best way to title assets, and how to make decisions that are right for you and your loved ones
✅ The guidance and resources you need to make informed, educated decisions that are right for you and your loved ones
✅ Unlimited access to us during the course of the workshop for questions and additional support
✅ A comprehensive customized estate plan, including a revocable trust to bypass probate and save your loved ones time and money (a $5,000 value!)
✅ Signing Ceremony on Saturday, February 10th at 10:00am. We’ll have food and refreshments (including mimosas) to celebrate!

Space is limited, and you don’t want to miss this opportunity to join us!

12/04/2023

Fact!

Starting in 2024, a 529 plan account beneficiary will have the opportunity to roll up to $35,000 from their 529 college savings plan into a Roth IRA. And, the best part is it’s tax and penalty free!

Questions about how this works and how to start?
📲 Call us at (617)716-9715

11/28/2023

Beginning on January 1, 2024, the Corporate Transparency Act (CTA) will require small businesses to disclose the names of any owners who hold a 25% or more ownership interest in the company, as well as individuals who exercise significant control over the company’s activities. This new rule also applies to Trusts that own or control a company.

If you or your family own a business or have a Trust that owns a business, you’ll be required to file a report under the CTA. And, if you plan to create a new company next year, your reporting deadline could be as soon as 30 days after the date of its creation.

There’s a way to get more time to file the required report, but you need to act before the end of the year.

📲 Contact us if you want to make sure you’re ready.

11/27/2023

Do you have kids under 18? Has naming guardians been on your to do list?

Good news! Our website (link in comments) walks you through exactly how to do it yourself for free. Simply answer a few questions, print the documents, and sign 😊

Happy Cyber Monday!

11/25/2023

We’re so thankful for every family that we’ve been able to help since we opened a few years ago. The happiness and peace that they feel after planning and knowing their family is protected is contagious.

This Small Business Saturday, I hope you’ll support us by taking advantage of our free session. Together, we’ll go through all your questions, talk about your life goals, learn who is important to you and is relying on you, and what you really do or don’t need to include in your plan.

If you decide to work with us past that free session, we’ll take $500 off your package as our holiday gift to you and a thank you for your continued support.

This offer expires at midnight so be sure to schedule now (link in bio). Your session must take place before December 31st.

Questions? DM us! We’re always happy to chat.

11/24/2023

Take advantage of our best deal of the year, and end this year with the peace of mind that you and your loved ones are protected no matter what. If creating a will or trust has been on your to do list, now is the perfect time to check it off the list.

Schedule your free session, and together we’ll review your goals for the future, who’s important to you, and what you really do or don’t need to include in your plan.

Click here to book. Session must take place before December 31st.
https://letsmeet.io/ashleydotchin/planning-session-virtual

Address

6 Walden Street
Concord, MA
01742

Website

http://www.dotchinlaw.com/

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