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Estate planning is designed to ensure the continued growth of your personal and business assets while preserving your wealth and distributing it as you wish. The Laciak approach to an estate plan is more than drafting legal documents - wills, trusts and powers of attorney - or filing papers in probate court. We understand the highly sensitive nature of transferring family wealth, and the complexities it entails.

We will provide financial information that specifically meets the needs of your family, whether you already have a will, or perhaps need to establish a trust and name a trustee. The Laciak team will take you, step-by-step, through an analysis of your financial situation and objectives. We will review health-care issues such as disability, long-term care, Medicare and/or Medicaid insurance, and nursing home options. Our financial experts provide numerous services which include a study of your monthly budget... assistance in the preparation of legal documents... funds transfer to trusts, investment and other accounts... and suggestions for tax-free life insurance options, as well as any other liability coverage.

Laciak>cpa also works closely with law firms who contact us on behalf of their clients when setting up wills and trusts. We then serve as an advisory capacity and provide the best integrated plan for your family’s personal or business wealth.