Client Centric Planning from People Who Listen
Cody, Cody & McCarthy is a full-service estate planning law firm specializing in counseling individuals and families in estate, business, tax, charitable and long-term care planning. Cody, Cody & McCarthy is dedicated to developing custom estate plans that not only address our clients’ tax and probate concerns, but that are also consistent with their personal outlooks on family, money, career, work ethic and philanthropy.
We realize that each and every client brings a unique set of goals, needs, obligations and responsibilities to each engagement. By taking a “listen first” approach, we can uncover all of those important factors and customize an estate plan specifically tailored to meet your personal goals in a language that you (and your loved ones) can easily read and understand.
When You Should Set-Up and Review an Estate Plan
At Cody, Cody & McCarthy, LLC, we feel that everyone should have an estate plan that is designed to match their current needs and desires. To help decide when to set up and update your estate plan, Cody, Cody & McCarthy has developed the Cody, Cody & McCarthy Milestones. Updating your plan at these stages in life can help you and your family stay on track with planning to ensure your plan meets your needs at every stage of life. Please click here to learn more about Cody, Cody & McCarthy Milestones.
If periodic updates to your plan at various stages in life are not enough and you would like the flexibility of being able to change your plan as often as you like, Cody, Cody & McCarthy offers the Annual Maintenance Program. For an annual fee, clients can change the particulars of their estate plan and ensure that legal changes are automatically incorporated into their plan as necessary. To learn more about the Annual Maintenance Program features and how to enroll, please contact us.
We offer a wide variety of estate planning services. To learn more please click one of the links below.
Asset Protection Planning
- Domestic & International Asset Protection Trusts
Business Succession Planning
- Buy/Sell Agreements
- Family Limited Partnerships
- Limited Liability Companies (LLCs)
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Trusts for Children and Grandchildren
- Generation-Skipping Trusts
- Special Needs Trusts
- Qualified Personal Residence Trusts
- Sales to Grantor Trusts
- Grantor Retained Annuity Trusts
Estate and Trust Administration
- Full Service Plan Implementation
- Tax Compliance & Planning When Needed
Long-Term Care & Disability Planning
- Asset Protection for Family Home & Investments
- General and Special Powers of Attorney
- Health Care Proxies
- Medical Directives/Living Wills
- Crisis Planning
Charitable and Philanthropic Planning
- Private Foundations and Supporting Organizations
- Charitable Remainder and Lead Trusts