Estate Planning

Passing a Meaningful Legacy

Estate planning refers to the transfer of assets to your desired beneficiaries – your spouse, children, grandchildren or favorite charities. No one wants an expensive probate process, taxation, law suits, divorce or bankruptcy to erode their life’s assets. But without proper planning, these events can and do happen. At Shea & McMurdie, we explore your concerns and desires and develop a personalized estate plan that helps ensure your desired heirs receive their bequests as you intended. As your experienced advocate, we communicate closely with estate planning attorneys, to help ensure your final documents match your intent and honor your requests.