Kruggel, Lawton Estate Planning

Estate planning is more than optimizing tax savings. A good plan requires evaluating the wishes of the client, the needs of the family and the needs of the business and developing a plan to meet them.

Goal Setting
Good financial and estate planning requires setting goals and following up to check progress against these goals. Many of the goals will be financial, but some will be personal: a son or daughter taking over the business, a retirement home in another area, assuring the continuity of a business built up over many years or providing for the education of children and grandchildren. At Kruggel, Lawton, we strive to help clients set financial and personal goals and work with them to meet these goals. We also provide strategic planning and assist in the implementation of professional management practices, such as compensation reviews and family business meetings.

A Variety of Techniques
All estate and business planning situations are different. Some require succession planning to transfer control of a business to family members while others may involve recruiting others or even a sale of the business. Kruggel, Lawton, is familiar with a wide range of solutions to meet all needs, including the use of Family Limited Partnerships to transfer wealth while controlling income.

A Team Effort
Developing and executing a good estate plan requires the services of many professionals. To meet your needs, Kruggel, Lawton maintains relationships with lawyers; investment advisors, professional fiduciaries, and other professionals or we can work with professionals with whom you already have a relationship.