Estates and Trusts

Estates and Trusts

The goal of proper estate planning is to benefit the present generation and to provide the maximum transfer of family wealth. An effective estate plan provides for the disposition of wealth consistent with the client’s objectives, while keeping the tax burden to a minimum.

Sheehey Furlong & Behm has extensive experience in the design and implementation of comprehensive estate plans for its clients. An effective estate plan must consider the various types of lifetime and testamentary family asset transfers that will shield a family’s wealth from taxation, while at the same time accomplishing certain non-tax family objectives. We help our clients and families to benefit from available estate planning techniques and to preserve the family wealth for the future.

Our estate planning experience includes the preparation of will and trusts, family partnerships, charitable trusts, life insurance trusts, prenuptial agreements, disclaimers, Medicaid trusts, private annuities and other planning devices.

Whether planning for large or small estates, each is a unique and important experience. We take a custom approach to analyzing the nature of the client’s assets in order to formulate a personalized estate plan for a particular client’s family and business circumstances. Estate planning clients and their families are guided through the estate planning process with careful consideration of the impact estate, gift and generation skipping taxes on the financial security of surviving family members.