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Estate planning is more than just the preparation of wills
and trusts. Today’s family structures are complex, so
Lindsey works closely with each client to customize estate
plans to meet their financial objectives and their personal
goals. For families with closely held family businesses,
this means formulating succession plans and balancing harmony
in business and the home. For other families, this may
involve providing for a child with special needs, customizing
estate plans of blended families, or drafting estate plans
for same sex marriages.
Lindsey develops integrated estate plans. She will
work with your accountant, insurance provider, and financial
advisor to ensure that all aspects of your estate plan align
toward the same overarching goals.
Basic Estate Planning
Estate
Tax / Gift Tax / Generation Skipping Tax Information
Advanced
Estate Planning
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