Estate Planning

Magnuson McHugh Dougherty CPAs » Estate Planning

At Magnuson, McHugh, Dougherty, we understand that estate planning is a complex and often overwhelming process. That is why we provide comprehensive estate planning services to help you secure your financial future.

Our experienced team of CPAs will work closely with you to develop a personalized plan tailored to your specific needs.

Our Services

From asset protection to inheritance planning, we provide a range of services to ensure your assets are protected and distributed according to your wishes. We will also help you to minimize tax liabilities so that you can maximize the financial benefits of your estate planning.

We understand that estate planning is a highly personal process, and we take pride in providing the highest quality services with personalized attention. Whether you are starting from scratch or modifying an existing plan, we are here to help you navigate through the complexities of estate planning.

Our team of experts is committed to helping you make informed decisions that will benefit you and your family for years to come. Contact us today to learn more about our estate planning services and how we can help you achieve peace of mind.

OUR ESTATE PLANNING SPECIALISTS

Anthony Oss, CPA

Anthony Oss, CPA

Licensed Partner-Tax

Isaac Edwards

Bill Dougherty, CPA, CPA, CFP®, PFS

Consultant-Tax

Tyler Bonner, CPA

Tyler Bonner, CPA

Manager-Tax

Emily Finley

Emily Finley

Senior Associate-Tax