Our Services
PROFESSIONAL GUIDANCE
CAREFUL PLANNING
PEACE OF MIND FOR CLIENTS
Life can be complicated. But by navigating the challenges of modern family dynamics and ever-changing tax laws, we help our clients plan for their own future and for the security of their loved ones and sometimes, their favorite charities.
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, our team of experts has a proven track record of working with families, couples and individuals to find innovative solutions that best meet each client’s needs.
Estate Administration
Over many years of counseling hundreds of clients, we have refined an efficient process for the settlement of decedents’ estates. Estate administration involves the actual implementation of an estate plan and ensures that all applicable government reporting requirements are met. With the benefit of our professional experience in this field, we are able to support clients through the journey of settling the estate of a loved one with precision and compassion.
Trust Administration
Trust administration refers to a trustee’s management of trust assets and the care of beneficiaries in accordance with the terms of the trust documents and the requirements of the law. We represent both trustees and beneficiaries. Because the management of a trust often entails legal and financial responsibilities beyond the experience or knowledge of an appointed trustee, we offer a variety of trust administration services to assist in that process.