- Retirement Plans
- Trust and Will Review
- Succession Planning
- Structuring Private Annuities
- Charitable Trusts and Foundations
We help you ensure that your legacy is passed on to the next generation.
Proper estate planning helps ensure that only your intended heirs benefit from your estate. On the other hand, failing to plan properly may be costly. Estate taxes and administrative costs can consume a lifetime of hard work and careful saving, leaving little to pass on to your heirs.
We at McGuckin, Shatz & White, LLC can help you organize and plan for the transfer of your assets, maximizing the amount your heirs receive while minimizing taxes and related expenses.
