Estate planning is more than just writing a will. Decisions become harder as your financial situation grows more complex. Consideration must be given to what is best for your family in terms of who receives what, in what form, and what will be the result once your estate is distributed. We stay current on Estate Tax Law changes to be better able to advise you on how to handle the distribution of your assets during life as well as after death.
Because we develop a foundation of deeper emotional connection with our clients, McCormack Financial Planning, will not only walk through this process with you, but we will work with your attorney, insurance agent, CPA, and other advisors to coordinate and implement each aspect of your plan, and provide ongoing monitoring to ensure it adjusts to your changing circumstances.