Lon Lederman & Jared Arn
1015 1st Center Avenue
Brodhead, WI 53520
608-897-3015
jared.arn@lpl.com

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Is your estate in order? This short quiz may help you assess your overall strategy.

4 Elements of an Estate Strategy

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Learn about the importance of having an estate strategy in this helpful and informative video.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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A special needs trust helps care for a special needs child when you’re gone.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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When do you need a will? The answer is easy: Right Now.

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Do you have causes that you want to support with donations?

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Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos