Estate Planning

Embarking on estate planning can be a complex and overwhelming task, fraught with potential complications and unforeseen costs. At Lott, Vernon & Company, P.C., we understand the intricate web of considerations involved, from state taxes and probate court challenges to health care concerns and eligibility of heirs. Our estate planning services are designed to simplify this often frustrating process, ensuring that your wishes are meticulously addressed while minimizing expenses and delays associated with probate.

When it comes to planning the fate of your estate, questions may arise, causing more uncertainty than clarity. Whether pondering the age-appropriateness of heirs, structuring inheritances, navigating complex family dynamics, or contemplating protection from potential creditors, our seasoned experts are here to guide you. Recognizing that every estate planning situation is unique, we take the time to know you and your specific circumstances. Our comprehensive approach involves discussions, recommendations, and the use of effective research tools to streamline the planning process, making it both efficient and worry-free.

At Lott, Vernon & Company, P.C., we go beyond the standard estate planning services. We help you clearly define your goals, organize a proficient estate planning team if needed, evaluate various options, and meticulously prepare, review, and organize your essential documents. Our services extend to decreasing probate-related problems and expenses, lessening taxes at the time of death, managing your estate in the event of incapacitation, and ensuring a smooth transition of assets to your heirs as per your wishes. With our guidance, you can also create fair and adequate plans for liquidating your estate to cover taxes and expenses, and we stand ready to assist in amending your plan as needed.

Navigating the complexities of estate planning doesn't have to be a solo journey. The experienced team at Lott, Vernon & Company, P.C. is here to provide support at every step, offering expertise in living wills, trusts, family wealth transfers, business relationships, charitable contributions, and addressing tax issues. Take the first step towards securing your legacy by completing our consultation form, allowing us to tailor our services to your specific needs.