O'Connell Law LLC

O'Connell Law LLC We are a law firm focusing on Wills & Trusts, Elder Law (Including MassHealth Applications), and Prob

Here are somethings to know about us:

1) When one thinks of a law firm they imagine suits, big desks, intimidating surroundings, and overall stuffiness. We work hard at being the very opposite of that and to be "normal" people who just happen to have some helpful skill sets. At the end of the day, our goal is not to impress you with fancy offices and clothes. Our goal is to help you solve your pr

oblems and give you peace of mind.
2) Being attorneys and staff members at O'Connell Law is something we take pride in and know is important. But we also know that it does not compare with the importance and gratification of being committed partners, parents, and daughters. Our virtual setting is allowing us to balance these roles in a way that works best for our families and also our clients and their loved ones.
3) We truly understand that conversations about death, sickness, money, and family can be difficult because we have been in our client's shoes. We have had to do our own planning, we have gotten sick, our family members have gotten sick, and we have lost loved ones. Because of this, it is so important for us to create a space which is inviting and warm for these conversations to happen, information to be shared clearly, and for us to use plain-language to make things easy to understand for our clients and their families.
4) Legal services can often be expensive and we work hard to control costs, use flat fees, and provide flexible payment arrangements.

Family wealth planning goes beyond simple estate documents. It encompasses multi-generational wealth transfer strategies...
05/30/2026

Family wealth planning goes beyond simple estate documents. It encompasses multi-generational wealth transfer strategies, asset protection from creditors and lawsuits, tax-efficient gifting approaches, education funding for children and grandchildren, and values-based legacy planning. Comprehensive family wealth planning preserves your hard-earned assets, minimizes tax liability, and ensures your wealth supports future generations according to your values and intentions. Ready to plan for family wealth? Contact O'Connell Law at (508) 202-1818 to start building your legacy.

Did You Know? 💼 Trust administration may involve ongoing responsibilities such as asset management, reporting, and tax f...
05/28/2026

Did You Know? 💼 Trust administration may involve ongoing responsibilities such as asset management, reporting, and tax filings. Serving as a trustee isn't a one-time task. It requires managing trust investments, distributing assets according to trust terms, keeping detailed records, filing tax returns, and communicating with beneficiaries. These duties can last for years or even decades depending on the trust structure. Many people don't realize the scope of trustee responsibilities when they agree to serve. Professional trustees or co-trustees can provide expertise and reduce the burden on family members. Have questions about trust administration? Contact O'Connell Law at (508) 202-1818 for expert guidance on trustee responsibilities.

An organized list of assets helps simplify estate administration. 📝 ✅ Bank accounts ✅ Real estate ✅ Investments ✅ Person...
05/25/2026

An organized list of assets helps simplify estate administration. 📝 ✅ Bank accounts ✅ Real estate ✅ Investments ✅ Personal property Creating a comprehensive estate inventory makes administration easier for your executor and ensures nothing gets overlooked. Include account numbers, locations of important documents, digital asset information, insurance policies, and instructions for accessing everything. Update this inventory annually and store it with your estate planning documents where your executor can find it. This simple step can save your family months of searching and uncertainty. Need help organizing your estate? Visit www.oconnelllawgroup.com or contact O'Connell Law for guidance.

Legal preparation ensures a trusted person can make decisions if you cannot. 🛡️ ✅ Financial authority ✅ Medical decision...
05/23/2026

Legal preparation ensures a trusted person can make decisions if you cannot. 🛡️ ✅ Financial authority ✅ Medical decisions ✅ Legal representation Incapacity planning protects you from court-appointed guardianship or conservatorship by designating trusted individuals to handle your affairs if illness or injury leaves you unable to make decisions. This includes powers of attorney for financial matters, healthcare proxies for medical decisions, and advance directives for end-of-life care. Without these documents, your family faces costly court proceedings and may have no say in who makes decisions on your behalf. Protect your future. Call O'Connell Law at (508) 202-1818 or visit www.oconnelllawgroup.com to establish incapacity planning documents.

Some states, including Massachusetts, have estate tax thresholds that may affect how assets are distributed. 📊 Massachus...
05/21/2026

Some states, including Massachusetts, have estate tax thresholds that may affect how assets are distributed. 📊 Massachusetts has one of the lowest estate tax thresholds in the country at just $2 million. Many families don't realize they're subject to estate tax because they think it only affects the ultra-wealthy. Real estate appreciation alone can push estates over this threshold. Strategic planning through lifetime gifting, trust structures, charitable giving, and spousal transfer strategies can minimize or eliminate estate tax liability while preserving wealth for your beneficiaries. Worried about Massachusetts estate tax? Contact O'Connell Law at (508) 202-1818 to explore tax minimization strategies.

Some estates include valuable property but limited cash, which can affect how taxes and expenses are paid. 💰 Estate liqu...
05/19/2026

Some estates include valuable property but limited cash, which can affect how taxes and expenses are paid. 💰 Estate liquidity refers to how easily your estate can access cash to pay debts, taxes, and administrative expenses. If most of your wealth is tied up in real estate, business interests, or retirement accounts, your heirs may need to sell assets quickly at unfavorable prices to cover estate costs. Planning for liquidity through life insurance, maintaining cash reserves, or structuring assets strategically ensures your estate can meet its obligations without forcing asset sales. Concerned about estate liquidity? Call O'Connell Law at (508) 202-1818 or visit www.oconnelllawgroup.com to discuss solutions.

A legal document that outlines medical treatment preferences if someone cannot communicate their wishes. 🏥 An advance di...
05/17/2026

A legal document that outlines medical treatment preferences if someone cannot communicate their wishes. 🏥 An advance directive, also known as a living will, specifies your wishes for end-of-life care, life support decisions, organ donation preferences, and pain management approaches. This document gives your healthcare providers and loved ones clear guidance during difficult medical situations. Without an advance directive, family members may struggle with impossible decisions, unsure of what you would have wanted. Having your wishes documented in advance brings clarity and peace of mind. Ready to document your healthcare wishes? Visit www.oconnelllawgroup.com or call O'Connell Law at (508) 202-1818 to create your advance directive.

Did You Know? 📋 A durable Power of Attorney remains valid even if the person who created it becomes incapacitated. That'...
05/15/2026

Did You Know? 📋 A durable Power of Attorney remains valid even if the person who created it becomes incapacitated. That's exactly what makes it "durable." Unlike a regular power of attorney that ends when you become incapacitated, a durable power of attorney is specifically designed to continue working when you need it most. This ensures your trusted agent can manage your finances, pay bills, and handle legal matters even if you can't. Without this document, your family would need to petition the court for conservatorship, which is expensive, time consuming, and stressful. Protect your future decision-making. Contact O'Connell Law at (508) 202-1818 to establish a durable power of attorney today.

While trusts are powerful planning tools, they don't replace everything. A comprehensive estate plan typically includes ...
05/13/2026

While trusts are powerful planning tools, they don't replace everything. A comprehensive estate plan typically includes a revocable living trust, pour-over will, healthcare proxy, durable power of attorney, and HIPAA authorization. Each document serves a specific purpose, and together they create complete protection. The trust manages assets during life and after death, the will covers anything outside the trust, and the other documents handle medical and financial decisions if you're incapacitated. Want to understand what documents you actually need? Call O'Connell Law at (508) 202-1818 for a personalized estate planning consultation.

Did You Know? ⚖️ Guardianship and Conservatorship proceedings require court oversight and ongoing reporting responsibili...
05/11/2026

Did You Know? ⚖️ Guardianship and Conservatorship proceedings require court oversight and ongoing reporting responsibilities. Guardians and Conservators must file regular reports, account for all transactions, obtain court approval for major decisions, and undergo periodic reviews. This ongoing court involvement is expensive and time-consuming. Powers of attorney and healthcare proxies eliminate the need for guardianship and conservatorshp. Contact O'Connell Law at (508) 202-1818 to establish incapacity planning documents.

Address

3 Eliot Street
Natick, MA
01760

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15082021818

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