Estate Planning

Estate planning at McCandless LLC follows a well-defined process that achieves both professional excellence and efficiency. With a track record that spans three decades, we have a proven record of working with individuals, couples and multi-generational families to find innovative solutions that best meet each client’s needs.

Our services include:

 

  • Wills

  • Powers of attorney

  • Advance health-care directives

  • Retirement account beneficiary designations

  • Life insurance beneficiary designations

  • Review of ownership and titling of assets

  • Private Foundations

  • Lifetime Gifts

  • Revocable trusts (in specific situations)

  • Irrevocable Trusts

    • Spousal Lifetime Access Trusts

    • Charitable Remainder and Charitable Lead Trusts

    • GST Exempt Dynasty Trusts

    • Life Insurance Trusts

    • Crummey Trusts

    • Section 2503(c) Trusts

    • Qualified Personal Residence Trusts