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Estate & Business Owner Planning

Estate Planning

Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help towards achieving distribution objectives, we consider:

Will and trust design strategies
Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall estate plan
Estate tax reduction techniques
Insurance analysis
Qualified plan distribution alternatives
Family-gifting strategies
Charitable planning
Employee stock option optimization

Business Owner Planning

Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs, including the following:

Buy-sell agreements
Gifts of corporate stock
Life insurance
Private annuities
Self-canceling installment notes
Family limited partnerships
Management control

Retirement Planning: What You'll Need
It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.
The Future of Your Business: Succession Planning
Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.
The Cost of College
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Washington, West Virginia, Wisconsin

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Estate & Business Owner Planning

Estate Planning

Business Owner Planning

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