Estate Planning
Quick Links

• Wills
  Dugan & Lopatka does not provide legal services, but can help you understand how wills work within your larger estate planning process.  Specifically, we can discuss your investment assets and how you wish to dispose of them or use them to pay for burial and other costs associated with your passing.
• Trusts
  Common usages of trusts include:
  • Privacy
  • Spendthrift Protection
  • Children
  • Remuneration Trusts
  • Asset Protection
  • Tax Planning
  • Co-ownership
• Wealth Management
  Your Dugan & Lopatka advisor can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve your goals while balancing your risk tolerance.
• Charitable Giving
  If you would like to pass on some of your wealth to one or more charities, there are a number of options available to you. Charitable trusts may be set up during a donor's life, or as a part of a trust or will at death, as testamentary.
• Family Limited Partnership
  The objective of a family limited partnership is to protect assets and control wealth which will be transferred to the younger generations in a tax efficient manner.
• Annuity Arbitrage
  Do you have underperforming assets in your portfolio or assets that are not generating enough income to meet your retirement income needs?  There is a way to reposition underperforming assets to increase current income and create a larger financial legacy for your family.