Estate Planning (Wills & Trusts)
At Sayer Regan & Thayer, LLP, we have a straightforward definition of estate planning that forms the basis of our approach:
“To leave what you want, to whom you want, the way you want, while saving every court cost, legal fee and tax dollar possible.”
We are committed to helping our clients leave a lasting legacy. From our offices in Newport and Wakefield, Rhode Island, we create personalized estate plans designed to protect and preserve assets for generations to come. Our estate planning lawyers have more than 35 years of experience providing estate planning services to people, families and business owners in Rhode Island and southeastern Massachusetts.
Services We Provide
We pride ourselves on creating comprehensive estate plans for our clients that may include:
- Wills
- Trusts
- Financial powers of attorney
- Healthcare powers of attorney and advance directives
- Life insurance planning
- Estate tax planning
- Business succession planning
- Life insurance trusts
- IRA trusts for asset protection
- QPRTs
- Charitable planning
- Long-term care planning
- Special needs planning
Integrity From The Start
We begin with the premise that each client’s estate, regardless of size, is important. Using our proprietary planning process, our services are custom-tailored to meet the needs, goals and values of each individual client. Whether we use basic wills or more complex trusts, our process provides our clients with the knowledge and information they need to make good decisions for themselves and their loved ones.
In a time of technological change and corporate mission statements, our approach to the practice of law remains simple: WE FOCUS ON SERVICE — WE DELIVER RESULTS.
There is no charge for your initial consultation, and the fees for most of our estate planning services are fixed in advance, so there are no surprises.
Estate Planning Practice Group
Richard N. Sayer
Debra L. Chernick
Melissa L. Green
Estate Planning Insights
Navigating the Complexities of Interstate Probate for Multi-State Property Owners
In this article, you’ll learn how interstate probate works for families who own real estate in Rhode Island, Massachusetts, and Connecticut, why ancillary probate is required in each state where property is located, and how differing probate rules across the three jurisdictions can increase costs and administrative burden. You’ll also discover practical estate planning strategies—such as revocable trusts, joint ownership, LLC structures, and more—that can help you avoid multi-state probate and ensure a smoother transition of your property to the next generation.
5 Reasons Uncle Bill May Not Make a Good Trustee
by Melissa L. Green, EsqSayer Regan &...
Kids Going Away to College? Why You Should Include Estate Planning in the Preparation
Most experienced estate planning practitioners recommend that everyone over the age of 18 have a basic estate plan that includes a will, a financial power of attorney, and medical directives that allow someone they trust to act on their behalf if they are unable to advocate for themselves or make medical decisions.
Protect Your Legacy
It costs nothing to get the important legal information you need about your estate planning goals. To schedule your free initial consultation, email us or call our office at 401-849-3040 or 866-378-5836 toll free.