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.