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Estate Planning

Many people hold the belief that estate planning is a concept exclusively applicable to individuals who have accumulated substantial wealth throughout their lives. However, the truth diverges significantly from these assumptions, and the landscape of estate planning is in a constant state of flux due to regular changes at the federal, state, and even local levels. Each of these governing entities plays a pivotal role in shaping the fate of your estate and the potential impact of estate taxes on your beneficiaries.

Your estate and the strategies you employ in managing it serve as a dynamic testament to the people you care about and support during your lifetime. It is within this context that we develop and execute comprehensive estate plans in collaboration with a qualified attorney of your choosing. Practical solutions exist for addressing the majority of the challenges presented by estate laws and taxes for the average individual.

Our systematic and well-documented approach creates a living repository of your intentions, accessible to your family and advisory team, thereby allowing your wishes to be both shared and put into practice. Our fundamental goal is to preserve as much of the value of your estate as possible for the individuals you designate.

Our services in this area include, but are not limited to:

  • Current Estate Value
  • Will and Trust Assessment*
  • Establishment of Transfer and Preservation Objectives
  • Multi-generational Planning Opportunities
  • Generation Skipping Options
  • Estate sustainability analysis

    *Lincoln Financial Advisors Corp. does not offer legal or tax advice. One should seek the guidance of their own tax or legal advisor on such matters.