Top Two Tax-Smart Estate Planning Strategies

Estate plan strategies can vary based on individual circumstances, however these two-tax smart strategies should be include in everyone’s plan.

Read Tax Smart Strategies

Related Article:
Five Steps to Implementing Your Estate Plan Without Challenges

High Net-Worth Individuals Responsible for Income Plus Investment Taxes

The best strategy to follow when you receive an inheritance is to take your time prior to spending the assets and make you familiarize yourself with distribution rules and related taxes.

Read Income and Investment Taxes

Keys to Protecting an Inheritance

The best strategy to follow when you receive an inheritance is to take your time prior to spending the assets and make you familiarize yourself with distribution rules and related taxes.

Read Protecting Inheritance

Caring for Family Members

Naming A Guardian for Minor Children

The importance of selecting a guardian for minor children and the considerations that should be made when selecting a family member or close friend.

Read Minor Child

Steps to Manage Elderly Parent Needs

Many are faced with the demands of caring for their families.  Commonly called the Sandwich Generation, follow these steps to manage the needs of your elderly parents.

Read Elderly Parents

Lumsden McCormick Temporary Offices

While we renovate our home in the Cyclorama Building, we have moved into temporary offices at 50 Fountain Plaza in Downtown Buffalo, effective May 30, 2023, until further notice.

Read Temporary Offices

Firm Clients - Sign-up for E-Billing

You can now make online payments to Lumsden McCormick invoices using ACH/bank transfers or via credit card. This convenient, secure payment portal will allow you to save payment methods, set-up recurring payments, and add multiple accounts.

Sign-up for E-Billing