Estate Planning
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Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. At Lamkin Wealth Management, we will:
- Coordinate with your attorney to implement your estate plan from beginning to end
- Retitle assets to reduce or eliminate estate taxes
- Retitle assets to avoid probate
- Conduct bi-annual estate planning reviews
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A Client-centric Approach to Service
Makes All the Difference
- Our service model is built around anticipating client needs
- Our responsive, experienced and vigilant team is committed to working dailyon your behalf
- Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence
Importance of Teamwork
We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More
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