Estate planning attorneys with a proactive approach to wealth management.
The goal of 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 funds and assets in a way that is consistent with the client’s objectives while keeping the tax burden to a minimum.
Our wealth management legal services
Sheehey has extensive experience in the design and implementation of comprehensive estate plans, wills, and trusts, and other forms of strategic planning for high-wealth individuals and families. Our attorneys take a customized approach to analyzing the nature of the client’s assets and formulating a personalized estate plan for the client’s family and business circumstances. Estate planning clients and their families are guided through the process with careful consideration of the impact that the estate, gift, and taxes will have on the financial security of surviving family members.
Our services include:
- Wills and trusts
- Family partnerships
- Charitable trusts
- Life insurance trusts
- Prenuptial agreements
- Disclaimers
- Medicaid trusts
- Private annuities and other planning devices
- Real estate re-titling
Estates and Trusts Attorneys
Contact Us
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This website provides general information about Sheehey Furlong & Behm P.C. (“Sheehey”), its practice areas, and its professional staff. The information provided here is not intended to provide you with any legal advice in regard to any legal matter you may have.
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