Liko Estate

Planning for your legacy and the long-term wellbeing of your friends and family takes some effort but is an immensely rewarding task. There is no better feeling than to know a clear plan is established for disposition of assets and other critical responsibilities that creates protection and clarity in a time of uncertainty. But estate planning is complicated, and many issues must be considered in order to ensure a comprehensive and cohesive strategy.

At Liko we provide estate planning alongside CPAs, financial advisors, and other professionals to ensure that our strategies maximize tax and other efficiencies. From there, we can prepare a full estate planning package and guide you through the documentation process to ensure that you understand critical provisions and implications of the documents and how to use them. We always ensure that your desires, intent, and legacy permeate every page and every provision.

  • Where, how, and to whom do you want your assets and property to be transferred?

  • Will your family have the financial resources available to ensure that they are provided for and live comfortably?

  • Is your estate structured in a way that promotes harmony and well-being for your family?

  • How do you want to be remembered? What is your legacy?

  • What are those “what-if” questions and scenarios that we must consider and integrate into your plans, both while you are living and after death?