Estate Planning

What Is Estate Planning?

Estate Planning is a strategic process that includes the preparation of a will, a trust, and financial and medical directives. We will work with you to prepare these documents, or review and plan for any special circumstances that may apply to you and your family.

A properly developed estate plan allows you to define the future for yourself and your loved ones, without comprising control of your affairs. In addition, your estate plan should allow for the possibility of your own disability and possible worst-case scenarios. We believe in the power of preparation.

The key to proper asset management is to have clear, comprehensive, customized instructions for your goals and objectives. This is accomplished through a will or trust, and other related documents.

Since we know how the Commonwealth plans to tax your assets after your passing, we will develop a well-crafted estate plan to help ensure that your planning goals and objectives are met.

How It Works

We listen carefully to your concerns and your desires so that we can assist you in developing a strategic plan that meets your goals for you and your family. The estate planning process should begin with the end in mind and be a plan that fits your unique situation. The goal is for your estate plan to work as you intend it to.

A properly developed estate plan allows you to define the future for yourself and your loved ones without compromising control of your affairs. In addition, your estate plan should allow for the possibility of your own disability and possible worst-case scenarios. We believe in the power of preparation.

The key to proper wealth management and preparation of your assets is clear, comprehensive, customized instructions for your own care and for your loved ones. This can be accomplished through a will, trusts, and other related documents.

When you partner with McCarthy Tax Law, we help develop a well-crafted estate plan that protects your loved ones, saves you money, and avoids costly litigation down the line. This process also helps protect you and your loved ones in a world that is constantly changing.