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