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Estate Planning

Estate planning is defined as an important tool to help identify and explore the best ways to protect, manage and effectively pass on your wealth during your lifetime and upon death. Estate planning often involves the use of legal documents such as a will, trust(s), power of attorney and a living will. In addition, estate planning will often involve acquiring appropriate insurance, setting up a gift giving program and evaluating strategies designed to reduce and/or eliminate income taxes, state inheritance taxes and federal estate taxes at death. With complex and ever changing tax laws, a trusted financial advisor who is familiar with your current financial status and in tune with your goals and desires can help you make informed decisions both initially and in the future.


Our estate planning process begins with a full evaluation of your current assets to determine how they are titled and their current market value. We will discuss your goals and desires for passing along family wealth to your children, grandchildren, significant loved ones and charitable organizations that are important to you. Next, we examine your estate value and potential estate tax liability in order to present ideas and strategies designed to help you significantly reduce or eliminate the impact taxes will have on your wealth through the use of various transfer techniques including, but not limited to life insurance, trusts and gifting. In addition, we will partner with your attorney or ours to coordinate the drafting of your will, trust(s), power of attorney documents, living will and other necessary legal documents to implement your estate plan. 


The Advisors of Landis Financial Advisors, Inc. are not attorneys. Our Advisors at Landis Financial Advisors, Inc. will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy. LPL Financial does not provide tax or legal advice.

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