Estate Planning Services

Everyone is concerned about how their estate will be handled. Estate planning minimizes income taxes and probate fees to keep more of your money in the hands of your heirs and distribute your assets as you intended. For business owners, estate planning is critical to ensure the continuity and continued success of the business.

Lawrie Insurance Group specialists will find the best way to protect your assets that are to be passed on to those you value most. We work diligently to ensure your estate plan is implemented in a timely manner, communicating with your beneficiaries and coordinating the administration of your plan.

The estate planning process is the collaborative effort of you and our specialist. The outcome will be a plan that details your goals, is tax effective, provides for immediate and future family needs, preserves your estate, and provides future guidance and direction to family members.

We work closely with other professionals, including your lawyer and accountant, to ensure that your estate plan is comprehensive and in keeping with current tax, trust, estate and family laws.


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Sucession Planning

For most business owners, the disposition of the business entity that has been the source of all the good things in their life, whether to family members or to total strangers is an emotional, but critical component of their ultimate retirement and indeed estate plans. In fact, decisions made in this direction have a critical and direct affect on the quantity and quality of the so called “leisure” years of the business owner.

We understand these issues, and we have developed expertise in this area over the years. Our experience tells us that, as critical a process as this might be, the majority of business owners leave their plans unspoken for far too long into their business lives. Our goal is to help our clients give a voice and substance to the plans they’ve been thinking about, but haven’t taken the opportunity to verbalize. We want to help open the conversation with your other advisors, stakeholders and family members sooner rather than later and participate in developing a well thought out, flexible, tax effective, proactive, risk tested and protected plan for the succession of your business to the next generation of ownership.

There are so many alternatives, so many tax implications, and so many issues involved, the sooner you start, the better the outcome.

We want to help. Having all the right answers is not nearly as important as knowing the right questions to ask! We know the questions AND where to find the answers!

For your money saving, no-obligation quote, please complete the form below. For immediate assistance call us toll-free at 1-800-661-1518.

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