Tax & Estate Planning

Solutions for Your Estate

You've worked hard to build your assets, and now you want to pass them on to your loved ones. Unfortunately, estate taxes, income taxes and other potential financial hazards can deplete what you've spent a lifetime accumulating. 

MACLEAN & Co. Financial Planning can help protect those assets for you and your family by offering a tax-free death benefit with life insurance. Our custom life insurance strategies play a critical role in Retirement Planning, Business Planning and Tax & Estate Planning.

After helping you establish your initial estate plan, we will be involved in the ongoing process of protecting your wealth and helping you manage the proper controls over your estate through periodic reviews. Some of the more common Tax & Estate Planning tools our clients use include:

  • Wills
  • Living Wills and Medical Directives
  • Durable Power of Attorney for Health Care
  • Durable Power of Attorney for Property
  • Trusts

MACLEAN & Co. Financial Plannings has the knowledge and skills to help protect and maintain a plan using a customized life insurance solution. Contact us today to learn more.


"Forget taxes. Your relatives are the ones who'll get in the way of your windfall from your rich aunt. A poll by TD Wealth showed that 44 percent of attorneys, trust officers and accountants cited family conflicts as the biggest threat to estate planning."

Taxes aren't the biggest threat to your inheritance. Family squabbles are

by Darla Mercado, CNBC

July 18, 2018

Estate Planning Brochure