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