Services

Estate Planning

Planning for your family’s future takes a comprehensive estate plan that integrates your unique goals, assets and risks along with careful tax planning. While not an easy task, proper estate planning will ensure that your assets are distributed to your loved ones in the way you intend.

At MacLaren & Whearty, we take the time to get to know our clients personally, professionally and financially so that we may develop customized estate plans that not only secure your assets but increase the value of your estate. Your goals and concerns are kept foremost in mind every step of the way. There are no “one size fits all” plans here.

Through careful assessment, we will work with you to determine the best strategies to preserve your wealth through:

• Asset protection planning
• Gift taxes and charitable giving strategies
• Well-defined wills
• Special needs trusts
• Irrevocable or revocable trusts
• Estate and inheritance tax planning
• Trust administration

Tax Planning

When your family’s future is at stake, you can rely on our sophisticated understanding of wills, trusts and tax strategies to guide you through the complicated process of planning for your long-range goals. A valuable estate plan starts with effective tax preparation. Without it, the intentions of your estate plan could go unfulfilled, the intended benefits of it may not be realized, and taxes could be paid unnecessarily by either the estate or your beneficiaries.

As a licensed tax attorney, John Whearty specializes in both estate planning and tax law because he understands that they go hand in hand. High-wealth individuals need proper tax planning solutions to avoid excessive taxes or any other obstacles that may put prosperity at risk. MacLaren & Whearty is committed to helping you fulfill your goals through minimizing any tax liabilities. And by maintaining and revising existing estate plans to keep pace with new tax regulations or changing circumstances, we minimize future tax liabilities as well.