Phone: (407)872-6829

Estate Planning

Most people require professional assistance with planning their estate.  Even if you will never owe estate taxes, planning to make sure your intentions and desires are properly carried out in the  most efficient manner is well worth the cost.  In addition, you want to be sure that your estate plan actually accomplishes what you intended.  For example many people do not understand that a designated beneficiary cannot be changed by the provisions of a Will.  Estate planning is not just about the transfer of assets, it also includes considering the need for Trusts, Living Wills, and designations of Health Care Surrogates and Powers of Attorney.  Lauteria & King can guide you through this process and help you understand and implement an estate plan that is efficient and understandable.

We will work with your existing legal, financial and insurance providers to design and implement a plan that addresses your unique needs.  If you currently do not have advisers, we will recommend the necessary team of professionals to assist in the creation of an estate plan.  In many situations a plan can be created and implemented merely with the services of our Company and a qualified attorney.

Lauteria & King can help you...

  • Clearly define your estate planning goals and objectives.
  • Organize your estate planning team, if you need one.
  • Evaluate and recommend estate planning options that will lower the cost of both estate administration and estate taxes.
  • Design tax effective family and charitable gifting programs with the use of Trusts and retained interests.
  • Design and implement family gift planning programs using family limited partnerships and limited liability companies.
  • Provide Trust, Estate and Family Partnership management and tax compliance services.
  • Decrease or eliminate the problems and expenses of probate administration.
  • Discover how life insurance can be an effective planning tool.

If you'd like more information about our Company's estate planning services please complete this form to setup a Free Telephone or E-Mail Consultation.

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