What happens if the unexpected happens?  Who will get my assets?  How much will the IRS and state get?

One of the most important decisions you make during your lifetime is what to do with your estate.  Estate planning is not just having a will, but includes planning and making arrangements for handling your assets during your life and protecting them upon your death.   It can involve setting up trusts and tax saving opportunities, managing your assets and sheltering your estate.  At Lucas, Moreland & Associates, we'll work with you and your other trusted personal advisors:  your attorney, insurance agent, broker, banker, etc., to put together and implement an estate plan  that meets your needs and goals.  After working a lifetime, don't leave your heirs with unnecessary estate taxes.  Let us help you make the right decisions to protect you and your heirs.

Our Estate Planning services include:

• Reviewing wills
• Planning for your children's education
• Planning for your retirement needs
• Setting up trusts
• Business planning (succession, buy/sell agreements, valuations)
• Insurance and gifting strategies
• Preparation of estate tax returns