Estates & Trusts

Estate planning is a critical component to managing your assets during your lifetime and providing financial security for your family in the future. At Lear & Pannepacker, LLP, we will work with you to create a personalized estate plan that meets your goals. The strategies we utilize may involve managing your assets, setting up trusts for your children, tax planning for your estate, and finding gifting opportunities to family members and charities. For business owners, we will also explore business continuity through ownership succession.

Providing Answers

During the planning process, we will help you to answer questions such as:

  • How can I preserve my wealth?
  • What do I want done with my business?
  • What do I want to happen to my assets?
  • What is the smartest way to donate to charity?

Planning for the Future

With a thoroughly and carefully planned estate or trust you can be assured that your loved ones aren’t left with any additional complications to deal with during a time of loss. Having a well-thought-out plan as to how to distribute the assets left in one’s estate will ease this transitory process and ensure that the individual’s wishes are followed accurately. This process can be exceptionally complex, and we will take the time to thoroughly understand your personal financial picture to provide you with the services you need.

We will work with you to address:

  • Administration of trusts
  • Business valuations for estate or gift tax returns
  • Gift, trust, and estate income tax returns
  • Inventorying estate assets
  • Litigation support
  • Planning for under-age and special needs children
  • Retirement planning
  • Succession of business ownership
  • Tax planning

Meet Our Team

Scot D. Pannepacker

Partner

Dennis R. Kilfeather

Senior Supervisor

Laura Pronesti

Manager

MAKE AN APPOINTMENT

Our tax service professionals are available to answer any questions you may have!

Fill out the form or give us a call and we’d be happy to assist you.