Navigating Your Future, Protecting Your Legacy.
Estate planning can be overwhelming, there are many factors that need to be considered. Everything from taxes, probate, appraisals, IRA’s, 401K’s, annuities, life insurance, eligibility of heirs, and more.
No matter where you are in the process of estate planning we can help. When it comes to estate planning, we understand that no two individuals are alike. For this reason, we will take a personal approach and work closely with your team of estate planning professionals, such as attorneys.
Extensive Experience Estate Planning
How can estate planning save you tax dollars?
Are you able to avoid the probate court rules, delays, and costs?
Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary possibly getting a divorce?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Transform your financial strategy into a pathway to success with LerroSarbey.
As your strategic partners, we are committed to guiding you through the complexities. Our expertise in tax planning, compliance, and cutting-edge solutions ensures your financial goals are within reach.