Leetown Advisors provides comprehensive estate planning and stewardship services to help clients navigate the complexities of wealth transfer. Our goal is to minimize the burden on families and ensure that clients’ wishes are fulfilled. We offer a holistic approach that encompasses legal, financial, and emotional aspects of estate planning, guiding clients through every step of the process.
Our estate planning services include:
We draft tailored wills and trusts to protect assets, minimize taxes, and distribute wealth according to clients’ wishes.
We create durable powers of attorney for finances and healthcare to ensure clients’ affairs are managed according to their instructions in case of incapacity.
We assist in establishing guardianships for minor children or incapacitated adults.
We develop strategies to preserve and transition family businesses to the next generation.
We help clients incorporate charitable giving into their estate plans, maximizing tax benefits and achieving philanthropic goals.
Beyond legal documents, we offer stewardship services to help clients manage their wealth responsibly and prepare their families for the future. These services include:
We facilitate family meetings and provide education to help families understand estate planning and their roles in preserving wealth.
We work with clients to define their legacy and create a plan to ensure their values and wishes are carried forward.
We assist clients in developing and implementing philanthropic strategies that align with their values and create a lasting impact.
We provide guidance to family business owners on succession planning, ensuring a smooth transition to the next generation.
We understand that estate planning can be a sensitive and emotional process for families. Our approach is designed to minimize the burden on families by:
We recognize that estate planning can be complex and overwhelming. Our experienced team guides clients through every step of the process, providing:
By partnering with Leetown Advisors, clients can navigate the complexities of estate planning with confidence, knowing that their wishes will be fulfilled, and their families will be supported throughout the process.
