Wills & Trusts
O’Doherty & Cataldo is well versed in all manners of estate planning, from simplified wills to more complex revocable and irrevocable trusts. No matter your financial status or family situation, everyone needs basic planning in place, and every package we offer includes essential documents like a power of attorney and health care proxy. We tailor each plan to the individual and devote our time to ensure the documents are right for you and accomplish the goal everyone has: protecting assets for their loved ones. For those situations that are not as straight forward, we offer trusts and other asset protection plans to avoid probate, estate tax, and otherwise streamline the process for those who will be handling it in the future. We also offer a wide array of tools for special needs planning for our clients who have beneficiaries with special needs.