Effective estate planning facilitates the orderly transfer of assets to your beneficiaries and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential in protecting your wealth and the future success of your business.

At Lott & Company, we have the expertise to develop estate, succession and retirement plans that meet your financial goals, protect your family’s wealth and secure your retirement. We will work with you, your legal counsel and your investment advisor to develop these plans.  This process will also ensure a tax advantageous and orderly transfer of ownership.

Our Estate & Succession Planning Services include:

  • Estate freezes and corporate reorganizations
  • Creation of Trusts
  • Advice on preparing and reviewing wills
  • Family business succession planning
  • Planning to minimize probate fees arising upon death
  • Advice on reporting requirements upon death
  • Preparation of final and estate tax returns