Estate Planning

Estate Planning

E. Steven Lauer, P.A. provides clients with estate planning strategies that allow the smooth and efficient legal transfer of assets after death.

Because its associates have such broad experience with federal and state tax regulations, E. Steven Lauer, P.A. can ensure that each clients’ taxes are minimized, assets well managed, and estate distributed according to their wishes. Even though the firm represents some of the wealthiest families in the country, its practice is not limited to high-net-worth clients. Mr. Lauer and staff offer their estate planning services to all clients who need assistance managing their assets.


Estate Planning

Family and business matters can be complex and draining for individuals and families. Estate planning can help in complicated situations such as:

  • Mom and dad are getting older, and they haven’t planned for their estate. How do I protect the family’s financial interests?
  • My younger sister is unemployed, lives with our parents, and is spending their money.
  • How can I protect what they’ve worked so hard to earn?
  • My father’s girlfriend is 30 years younger, and I’m afraid she is using him for his money. What can I do to protect his assets?

Securing financial health for your family’s future

This firm’s estate planning expertise secures the financial health of our clients and their families by ensuring that our client’s assets are preserved, enhanced, and protected during our client’s lifetime, and distributed according to our client’s intentions after death. The firm determines the most appropriate methods to register our client’s assets, outline provisions for their disbursement, and provide individual counsel to devise a solution that best suits each client.

A long-term professional partnership for your estate

E. Steven Lauer, P. A. also assists families explore wealth-management options. This firm’s collaborative estate planning process is one that can help clients accomplish the following:

  • Develop a financial statement and comprehensive overview of client’s assets
  • Determine estate planning objectives, which may include minimizing taxes, providing trusts for family members, and establishing charitable beneficiaries
  • Recommend the best way to register assets, including the use of:
    • Wills
    • Trusts
    • Powers of Attorney
    • Living Wills
    • Family Foundations
    • Family Partnerships
    • Healthcare Surrogates
  • Advise of changes in legislation that could affect a client’s estate plan. (See the home page for Newsletters, which are mailed to clients periodically when changes in the law could potentially effect a client’s estate plan)
  • Plan for the administration of trust and estate

Download estate planning questionnaires here
Estate Planning Questionnaire for MARRIED clients
Estate Planning Questionnaire for Single Clients Swirl


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