Family Wealth and Estate Planning

 At Keefe McCullough, we are dedicated to developing a comprehensive approach to increasing and protecting your wealth. Our professionals take the time to get to know you and your goals. Then, based on your objectives, we create a long-term strategy and implement it effectively.

We are with you for the long haul. If your situation changes or you have questions or concerns, KMC is always there to provide the advice you need.

Our wealth and estate planning services include:

  • Tax planning

  • Estate planning

  • Education planning

  • Insurance review

  • Investment review

  • Trust planning

  • Charitable-giving planning

  • Financial statement preparation

  • Business succession planning

  • Business exit strategies

  • Retirement planning

Contact Keefe McCullough today for more information about how our family wealth and estate planning team can help you.

 

Our experience with Keefe McCullough has been splendid. The KMC team is professional, understanding and practical. They are trusted advisers who have skillfully guided us through any complexities we have encountered. They constantly review our estate planning needs and ensure that our plan continues to advance our goals. It’s an extremely positive relationship.

- LARRY and ELAINE SMITH, Investors and Philanthropists,