Estate Planning

Business Succession Planning

Your job has always been to build the kind of wealth that will provide for your family now and well into the future. Having a business succession plan in place to allow for the transition of leadership is an integral part of your corporate structure. Our job at Lashly & Baer is to make sure your financial assets are protected while meeting the legal requirements and regulations set by the government. Our attorneys have the knowledge and experience in dealing with legal matters in areas such as tax laws, giving gifts, retirement planning and estate planning. We are here to help you establish and manage trusts, wills and much more. This kind of legal counsel and backing is all intended to make sure your assets remain yours.

We regularly handle the following legal issues for our clients:

  • Estate, tax and life insurance planning
  • Tax planning
  • Personal financial structure planning
  • Charitable and tax free gift giving
  • Administering and planning trusts
  • Protecting income and assets
  • Update wills
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