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, create a will, power of attorney, or Trust, as well as assist you with transferring your wealth appropriately to create your legacy. Our estate planning services include;

Will Planning
Trust Planning
Medical Power of Attorney
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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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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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.