McNally Peterson, S.C. | Personal Tax Planning
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Practice Areas

Personal Tax Planning

Our lawyers provide guidance to clients in understanding how relationships among business, estate and personal decisions affect their tax planning decisions. Clients look to us for practical and tax-efficient solutions that will accomplish their specific estate planning goals for protecting wealth for their beneficiaries and addressing other matters most important to them. 
We are sufficiently diverse and have the experience to provide advice and a complete range of services, including guidance with asset management, business succession analysis, corporate transactions and retirement benefits planning. Documents commonly used to fill your estate planning needs, include:
 
  • Wills
  • Durable powers of attorney
  • Health care powers of attorney
  • Guardianships for minor children
  • Revocable living trusts to access assets
  • Irrevocable life insurance trusts and other asset protection trusts
  • Supplemental /special needs trusts and tax planning
  • Charitable remainder and annuity trusts
  • Estate planning for nontraditional families
  • Specialized forms of grantor trusts and generation-skipping trusts