Are your clients ready to give the government nearly half of everything they own?  With estate tax rates currently running as high as 55%, your clients could lose half of what they've spent a lifetime building.

At Dugan & Lopatka, we understand the challenges your clients face every day to remain successful.  Fortunately, they have done well.  They have invested money wisely and have created a substantial net worth.  It would be a shame to throw most of it away due to inadequate estate planning.

Estate planning is simply the planning process to ensure that the rewards of your client's years of hard work and saving are passed on to those beneficiaries they care about -- be it their spouse, children, business partner, or charitable organizations.

Taxes are only part of the estate planning picture.  Estate planning can be important from a business and/or family perspective, as well.  How will their business be valued?  How will they be succeeded or how will the business be disposed of?  How will their spouse meet future financial needs?  How does your client provide for a financially spend thrift child?  Will their assets be used to meet their goals or will they be controlled by someone they don't know?

Proper estate planning can provide solutions to anticipated problems and let your client control the rewards of their hard work after their departure.

Working with their attorney, and other professional advisors, Dugan & Lopatka acts as the point person to ensure the maximum benefits of estate planning at the lowest overall cost. 

Referral Partner Home / Services

E-mail Send us your comments and questions to: info@tdip.com

Send mail to CompanyWebmaster with questions or comments about this web site.
Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 4, 2003