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Estate Planning Services

Here at Lamkin Wealth Management, we ensure that our clients receive the best kind of services from our financial management team. 

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. Contact us today to learn about our estate planning services. If you wish to know various estate planning strategies that will help you in the future, do not hesitate to give us a call or send us an email. When you speak with an estate planning advisor, you will learn that Lamkin Wealth Management will:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Utilize strategic partners to offer comprehensive trust services
  • Retitle assets to potentially reduce or eliminate estate taxes
  • Retitle assets to potentially avoid probate
  • Conduct bi-annual estate planning reviews

Estate Planning for Millennials

Millennials often think that they don't need to devise a comprehensive estate plan because they don't have too many assets to begin with. However, implementing effective estate planning strategies early on will benefit you and your loved ones just in case something happens. If you wish to learn more about estate planning services that will surely benefit millennials and young adults, don't hesitate to contact Lamkin Wealth Management. Our company, founded by Mark Lamkin, offers excellent financial management and trust services, and we cater to all young adults, middle-aged people, and retiring age individuals.

Digital Assets and Estate Planning

Many people believe that estate planning services only cover tangible assets, like money, land, house, and other kinds of inheritance. But estate planning has continuously evolved over the years, and with today's digital world, a sound and effective estate plan allows for a smooth transfer of digital assets as well.  

Educational Resources

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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