Estate Planning is a broad term which refers to the planned transfer and tax minimization of an estate at the death of the estate owner. Estate planning includes very basic to extremely complex plans and strategies. We at Laker-Beacon have worked at all levels of estate planning and will work in conjunction with your attorney, CPA and other advisors to assure your estate is transferred to your heirs and loved ones as you intend.
It is not necessary to have a large estate to take advantage of estate planning techniques for you, your family and your business. Typically, we begin the planning process as your estate begins growing, early estate planning can save you and your heirs huge sums of taxes and expenses.
When you begin your planning process, we will help show you ways to reduce your estate, balance your estate and most importantly, assure that your estate is in good order. Our combined 80 years of experience will give you the confidence you need to move forward and begin protecting your family, estate and business.We will talk to you in simple, easily understood language and terms, allowing you to focus on what you want to happen with your estate.