Estate Planning Services

Are you ready to give the government nearly half of everything you own? With estate tax rates currently running as high as 45 percent, you could lose half of what you've spent a lifetime building.

At Dugan & Lopatka, we understand the challenges you face every day to remain successful. Fortunately, you have done well. You have invested money wisely and have created a substantial net worth. It would be a shame to throw most of it away due to inadequate estate planning.

Estate planning is simply the planning process to ensure that the rewards of your years of hard work and saving are passed on to those beneficiaries you care about -— be it your spouse, children, business partner, or charitable organizations.

Taxes are only part of the estate planning picture. Estate planning can be important from a business and/or family perspective, as well. How will your business be valued? How will you be succeeded or how will the business be disposed of? How will your spouse meet future financial needs? How do you provide for a financially spend-thrift child? Will your assets be used to meet your goals or will they be controlled by someone you don't know?

Proper estate planning can provide solutions to anticipated problems and let you control the rewards of your hard work after your departure. Working with your attorney, and other professional advisors, We act as the point person to ensure the maximum benefits of estate planning at the lowest overall cost.

As your advisor and friend, we can protect your best interests.