Rachel’s Approach
Rachel B. McCaw-Navin
JD
Wealth Transfer Advisor
Overview
Rachel McCaw-Navin is a wealth transfer advisor based in our Westwood, Massachusetts, office, where she focuses on estate planning strategies for individuals and families with a wide range of planning needs.
Rachel advises clients on matters ranging from foundational estate plans to elder law and long-term care considerations, as well as sophisticated planning designed to address complex estate and gift tax concerns. She also works closely with executors and trustees during probate and trust administration, offering practical guidance to help families navigate these responsibilities efficiently and thoughtfully.
Before joining Savant, Rachel built her legal career in private practice. She began her work in estate planning at Gosselin & Kyriakidis, where she focused on estate planning and elder law matters. She later joined Gordon Rees Scully Mansukhani LLP as senior counsel, expanding her work with high-net-worth individuals and families facing advanced planning challenges.
Rachel is licensed to practice law in Massachusetts and Rhode Island. Her legal background allows her to collaborate effectively with clients and their advisory teams to support coordinated wealth transfer and legacy planning.
She earned a bachelor’s degree from the University of Massachusetts Amherst, where she majored in legal studies with minors in psychology and political science. Rachel earned a Juris Doctor (JD) from Roger Williams University School of Law in Bristol, Rhode Island.
Rachel maintains active involvement in her professional and local communities. She is a member of the Massachusetts Bar Association and the Rhode Island Bar Association and participates in activities at the Bristol Yacht Club.
Rachel and her husband, Paul, have a young son, Bennett. When family time allows, she enjoys skiing, reading, and sailing.
Primary Focus Areas
Education
- University of Massachusetts Amherst
Bachelor of Arts in Legal Studies with minors in Psychology and Political Science - Roger Williams University School of Law
Juris Doctor (JD)
Affiliations
- Massachusetts Bar Association – member
- Rhode Island Bar Association – member
- Bristol Yacht Club – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Should You Sell in a Tender Offer or Wait for the IPO?
Weighing a tender offer at a private company? Learn how concentration, liquidity needs, and your company’s outlook can…
Donating Appreciated Company Stock to a Donor-Advised Fund: A Year-End Tax Strategy for Tech Professionals
Donating appreciated company stock to a donor-advised fund before year-end can help you avoid realizing capital gains on…
Medicare Planning for High-Net-Worth Retirees Video from Savant Wealth Management
Watch the video "Medicare Planning for High-Net-Worth Retirees" to learn expert strategies on healthcare planning. Get practical tips…
Savant Wealth Management Launches Wife2CFO Program for Women Navigating Divorce
Savant Wealth Management, a fee-only RIA, announced the launch of Wife2CFO, an online educational program designed to help…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a Call