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Estate Planning

Estate Planning

Planning for the future can often be overwhelming, but Costello, Cooney & Fearon can help ensure that your wishes are followed after you pass. We have years of experience and deep knowledge to counsel you through any stage of estate planning, including developing power of attorney documents, writing living wills, and handling testamentary charitable giving.

Services include:

  • Asset protection, including Eldercare and Medicaid asset-protection planning
  • Succession planning through trusts, wills, living wills and estate plans
  • Tax planning and lifetime tax benefits, including complex estate, gift and income tax guidance
  • Testamentary charitable giving
  • Special needs planning
  • Power of attorney
Estate Planning
Estate Planning Team Lead

Wendy S. Lougnot

About Wendy

Looking for Help Protecting Your Future and Your Family?

Our team is available. Contact us today to learn more about how we can help you.

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