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.
Estate Planning, Wills
A will or testament is a legal declaration by which a person, the testator, names one or more persons to manage his/her estate and provides for the transfer of his/her property at death.
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.
Another common concern is how your assets will be used after your death. Do you have concerns about a spend-thrift child spending your money unwisely? How do you divide large assets like the control of your business? How do you ensure that your spouse will be taken care of? Dugan & Lopatka can help you address these questions and others.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Dugan & Lopatka Financial Services, LLC104 E. Roosevelt Rd., Wheaton, Illinois 60187Phone: (630) 665-0914Fax: (630) 665-5030
DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC.
