Our Process 

 

Our process is an integrated approach to coordinating financial resources, benefits and insurance coverage for key areas of your financial life, including:

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• Senior Health Insurance

• Social Security strategies

• Short-Term Care & Long-Term Care strategies

• Estate planning

• Wealth distribution strategies

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At Lucas Estate Planning we regularly review each of these areas with the appropriately licensed team members to ensure everything is working together in synergy towards your specific goals.

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