Estate Planning


Many believe estate planning is a term and situation reserved for those who have amassed amazing amounts of wealth over their lifetime. The reality is very different than these assumptions and it changes daily on the federal, state and possibly on a local level. Each of these governing bodies plays a role in your estate and the impact that estate taxes may have on your heirs.

Your estate and the planning you pursue around it is a living legacy to those whom you love and support during your lifetime. It is in this context that we construct and implement comprehensive estate plans in concert with a qualified attorney of your choice. There are viable planning solutions to almost all the challenges that estate law and taxes present for most individuals.

Our systematic, written approach leaves a living record of your intentions for your family and advisory team to share and affect. Our underlying objective is to keep as much of your estate value as possible in the hands of those you choose.

Our services in this area include, but are not limited to:

  • Current Estate Value
  • Will and Trust Assessment*
  • Establishment of Transfer and Preservation Objectives
  • Multi-generational Planning Opportunities
  • Generation Skipping Options
  • Estate sustainability analysis

*Lincoln Financial Advisors Corp. does not offer legal or tax advice. One should seek the guidance of their own tax or legal advisor on such matters.

If you would like a referral to an estate attorney in your area, please contact us.