Estate Planning

Robert F. Fahey Jr. & Associates will assist your attorney and tax advisor in an effort to reduce your estate taxes. This can be achieved by setting up trusts for your heirs, titling of assets to coordinate with your will, and managing beneficiary designations.

We will inventory your assets and guide you through this process on an ongoing basis.

Robert F. Fahey Jr. & Associates also provides valuable assistance to your heirs at the time of the decedent’s death by assisting the executor of the estate with various responsibilities. Our guidance and recommendations to your beneficiaries have been very beneficial to our clients over the years.