Avoid Traps That Can Undermine Your Life’s Work!

Donohue, O’Connell and Riley's trusts and estates practice has a wealth of experience crafting and implementing sophisticated plans to achieve our client’s objectives with careful attention to tax-saving opportunities. Successful business owners and professionals come to us based on our proven track record of providing personal service, creativity and results.

We develop customized plans for asset allocation, titling and trust funding. We also provide fiduciary services and advise clients on the ownership, disposition and distribution of investment portfolios and insurance policies. Download this workbook to learn strategies to help preserve your assets and define your legacy. 

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