planning your estate

Estate planning is an important way to protect your assets and your loved ones after your passing. It takes great knowledge to create the documents that include the right language and cover all the bases to ensure documentation of your wishes. As you dig into planning your estate, keep these four tips in mind.

Tip #1: Outline Your Wishes

It’s critical to put in writing what you want to happen. This must include information regarding healthcare and financial powers of attorney and a living will should you become incapacitated and unable to make decisions for yourself.

Tip #2: Create Guardianship

If you have minor children, guardianship is essential as part of the process. It will determine who takes care of your children when you can’t.

Tip #3: Consider Creating a Trust

A trust is a place for holding your funds and a way for distribution of those funds as you lay out in your plan. It outlines who gets what and when.

Tip #4: Don’t Overlook Tax Implications

If taxes are due from your estate, there is a limited amount of time to submit them. Be sure to consider any tax implications in how you manage the assets and the potential impact on your heirs.

Estate planning requires knowledge in document preparation, and a thorough understanding of the laws surrounding wills, taxes, and probate, to name a few. Before you try to manage the process on your own, talk to McCutchen McLean, LLC for qualified estate planning that can give you peace of mind now and in the long term.



James McCutchen drafted our estate planning documents and he did a fantastic job. The entire process was easy and affordable. I highly recommend James for any of your estate planning or probate needs.



James McCutchen helped me with my business contract for my new business venture. He was able to offer helpful and informative suggestions and recommendations for my contract. It is reassuring to have someone like James look over my contract to know that I will be covered. His service was outstanding and I highly recommend him for your legal needs!!



I recently had a tax issue with the IRS. I called McCutchen McClean law firm and they were able to fit me in quickly. They sat down with me, reviewed all the documents, listened to my concerns, and gave me wonderful advice as to how to fix the issue. They were friendly and understanding. Now, my tax issue is resolved, taking a HUGE weight off my mind. I would recommend them for any tax issue you may have! The service, hospitality, knowledge, and professionalism was outstanding!



We recently used James McCutchen and we could not be any happier! He was very kind, thorough when answering all of our questions and the best part of all we got everything completed pretty quickly. We highly recommend James. Thanks again for everything!



I have referred several clients to them. My clients are very happy with the outstanding, timely service they receive. James and Robin are extremely smart and professional, yet speak in "plain english" so everyone walks away educated regarding their tax, estate or family law issue.



Smart people that do great work.



I used Robin McLean as an attorney to secure a divorce about 20 months ago. I found her to be efficient, reasonably priced, and very well skilled. I was completely happy with her work. She did what she said. Since that time, I needed additional help with paperwork and she responded promptly and to my complete satisfaction. I highly recommend Robin as an attorney.


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