Tax & Estate Planning

Our Estate Planning Attorneys and Elder Law Attorneys are committed to providing you with peace of mind. MacLean Holloway Doherty & Sheehan, P.C. has been providing cost effective legal solutions to North Shore individuals, businesses and families for more than four decades. We are dedicated to developing long-term relationships with our clients. Whether the estate is large or small, we approach each estate plan in the same detailed, comprehensive way. First, we ensure that you have considered all potential liability exposures that you are likely to encounter. Second, we consider the issues that may confront you should you become disabled. Lastly, we address the complicated issues involved in one’s death.

Together, our estate planning attorneys will work with you to develop a comprehensive plan that maximizes the protections available to you should you suffer a liability event, minimizes the negative effects of a disability and ensures that your property passes to your beneficiaries in a tax efficient manner. During the estate planning process you can anticipate that our estate planning attorneys will ask you a number of questions. For example, we may ask:

  • Are you adequately insured?
  • Have you utilized all of your available exemptions?
  • Are your assets titled properly?
  • Do you have income protection?
  • Do you have documents that will allow you to avoid guardianship or conservatorship?
  • Who will be in control of your assets if you have a disabling event?

These are important considerations for all our clients. Our estate planning lawyers have extensive experience in planning and administering estates. It is this experience that provides us with the confidence to promise you that we will give your estate plan the careful consideration that it deserves Our attorneys help clients structure their business and personal holdings, and transfer property during lifetime or at death, in ways that help to preserve assets, minimize taxes, and reduce or avoid the cost and delay of the probate process.

OUR  TAX & ESTATE PLANNING ATTORNEYS

Daniel W. Doherty