Estate Planning

Estate Planning creates a master plan for the management of your property during life and the distribution of that property at death. For most people, estate planning provides control over your assets during your life, provides care when you are disabled, and allows for the transfer of wealth to whomever you want, when you want, at the lowest possible cost.

Common Estate Planning Issues

  • Assets
    • Preserving
    • Protecting
    • Ownership
    • Trusts
    • Liability
    • Statutory
  • Wealth
    • Transferring
    • Taxes
    • Charitable Gifts
  • Special Needs Trusts
    • Domestic
    • Offshore
  • Marriage
    • Prenuptial Agreement Plan
    • Divorce
  • Business
    • Partnerships
    • Dissolutions

Lexington Financial Wealth and Tax Strategies works with you to complement your estate planning with your overall plans for your business, investments, insurance, and employee benefits.