Estate & Tax Planning

Anyone who has taken a thorough look at the major areas of his or her financial life (such as estate planning & tax management), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Lancaster Financial Group, LLC can help you reach those results with an in-depth evaluation of your financial profile.

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Estate Planning

We are here to review your beneficiaries, Wills, Power of Attorney or Trust documents to ensure your estate plan is coordinated with your financial plan. Our estate planning services include;

Coordination of estate documents with financial plan
Intergenerational Wealth Transfer
Charitable Giving
Legacy Planning

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Tax Planning

We can help in providing the appropriate tax planning strategies and through your tax professional, help you to understand the current tax laws.

Manage Taxes
Stock Options
Gifting Strategies
Tax Saving Strategies
General Tax Questions

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used or relied on, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.