Discussing what happens at one’s death is a difficult conversation for most people to have with their spouse or children. Unfortunately, it is a topic that demands attention for many reasons. Proper estate planning solutions can encompass the guardianship of children, provide a legacy to a beloved charity and help avoid the sale of a family home or business. It can also protect your family’s privacy by sidestepping probate for the vast majority of your estate. A well designed estate plan will insulate your most valuable and hard-earned assets from erosion due to estate taxes, final expenses, untimely sale of illiquid assets and satisfying outstanding debts.

Lewis, Fort & Associates is a premier provider of customized estate planning solutions. We will ensure all of the basic steps are utilized first and also employ some of the most sophisticated and cutting edge techniques available under the law to shield your estate. More importantly, we recognize and account for the most intimate details of your specific circumstances and make certain your blueprint is tailor-made to fit your family’s needs.

Some of the techniques and concepts we use for our clients include:

• Proper titling of assets
• Charitable Trusts
• Gifting plans during your lifetime
• Using life insurance for estate liquidity
• ILITs
• Restricted Property Trusts
• Private Split Dollar
• Buy/Sell Agreements

These are just the tip of the iceberg of what is available. In today’s ever changing tax environment, you owe it to your family’s future to explore all of the options available to you. We will make sure your estate plan utilizes every possible solution that is advantageous to your situation. If you want to take the financial impact of your estate from great to significant, contact Lewis, Fort & Associates today.