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Estate Planning

Client Centered

Control your legacy. Our goal is not to just create wealth, but to help you and your loved ones become exceptional stewards of what you have built for generations to come.

Many believe estate planning is reserved for those who have amassed enormous amounts of wealth over their lifetime, but the reality is very different and constantly in flux, subject to legislative change on a federal, state, and local level. Each of these governing bodies plays a role in your estate and the interests of your heirs.

The estate planning strategy you embark on today will determine how significant the government's role in your ultimate distribution of assets will be. The financial strategies you apply will directly impact how and to whom your wealth and assets are transferred. Unfortunately estate planning missteps far outweigh success stories, such as Elvis Presley who died without an estate plan and consequently, after probate, left only $2 million dollars to his family from his $10 million dollar estate. 

Another surprising story occurred with the Wrigley family of chewing gum fame. The family was forced to sell Wrigley Field simply to cover probate costs on the family's estate. There are numerous lesser known cases of unnecessary estate taxation which have occurred in communities across the country, possibly even in your own community.

All these occurrences serve as living examples, because each impacts not one, but multiple lives and generations. Your estate and the planning you pursue around it is a living legacy to those whom you love and support during your lifetime. It is in this context that we construct and implement comprehensive estate plans in concert with a qualified attorney of your choice. There are viable estate planning solutions to almost all the challenges that estate law and taxes present for most individuals. We pursue a comprehensive approach that combines current circumstance and transfer intention into an integrated estate plan that can function alongside all other aspects of your financial situation. Our systematic, written approach leaves a living record of your intentions for your family and advisory team to share and affect. Our underlying objective is to keep as much of your estate value as possible in the hands of those you choose.

Our services in this area could 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. and its representatives do not provide legal or tax advice. One should seek the guidance of their own tax or legal advisor on such matters.

"We make a living by what we get; we make a life by what we give." - Winston Churchill