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Estate Planning

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 or filing papers in probate court. We understand the highly sensitive nature of transferring family wealth, and the complexities it entails.

At Laciak, CPA, we develop your estate plan and make sure your assets are distributed efficiently and handled privately, according to your wishes.  Asset ownership can have a tremendous impact on your estate tax liability.  We establish a well-designed plan to secure your assets so your loved ones are well protected.

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. Our comprehensive list of services includes:

  • Analyzing your monthly budget
  • Reviewing health-care issues such as disability, long-term care, nursing home or assisted living options, and Medicare and/or Medicaid insurance
  • Assisting with transferring funds to trusts, investment and other accounts
  • Offering 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 in an advisory capacity and provide the best integrated plan for your family’s personal or business wealth. 

Request More Info

To request more info about Laciak's estate planning services please contact:
Geoff Laciak, Accounting Manager - glaciak@laciak.com or call (219) 864-7000