Estates and Trusts

A proactive approach to estate planning

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 has extensive experience in the design and implementation of comprehensive estate plans. 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 the 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 have on the financial security of surviving family members.

Our experience includes the preparation of:

  • Wills and trusts
  • Family partnerships
  • Charitable trusts
  • Life insurance trusts
  • Prenuptial agreements
  • Disclaimers
  • Medicaid trusts
  • Private annuities and other planning devices
Sheehey Furlong & Behm