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Lucas Estate Planning

Our Process

 Our Process 


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

  • Senior Health Insurance

  • Social Security strategies

  • Short-Term Care & Long-Term Care strategies

  • Estate planning

  • Wealth distribution strategies

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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