Preparing for the future and insuring that you and your family are spared needless costs or problems are the primary benefits of our tax and estate planning services. Planning also includes developing strategies for preserving your assets and transferring them to your heirs in the most advantageous way.

At Donovan & O'Connor we understand the value of careful, expert planning. For your family, well-crafted wills, trusts and other planning documents mean the difference between a smooth transition and extra expense and inconvenience. And, of course, proper planning insures that your wishes are fulfilled.

Today, many people are also concerned with planning for possible long-term medical and nursing care. Even for people with limited assets, elderly planning can insure that some part of what you have accumulated is inherited by your children. Through health care proxies and durable powers of attorney, you can be sure that your wishes are carried out, lessening the burden on your family during a very difficult time.

Janice Cook and Danielle Fogarty lead our team working in estate and tax planning.