Estate Planning Services

Estate Planning Services

Estate and gift taxes can significantly diminish the value of estates. The Estate Planning Services Group at LaPorte, a Mauldin & Jenkins Company, exists to help address estate planning issues that may impact individuals or family-owned businesses.

Our professionals can work with you and your other existing advisers to help deliver an integrated wealth management solution that grows and protects your assets and facilitates transfer among family and heirs.

LaPorte has a long history of serving individuals and businesses through the lifecycle of their needs. As a result, we recognize that business owners’ and executives’ personal wealth and business affairs are often intertwined. We also understand the complicated issues unique to closely held businesses, including transfer of wealth to subsequent generations, estate tax planning, retention of key employees, succession planning, and structures to help protect family interests.

Because estate planning is an ongoing process, LaPorte professionals will help you review your current plan to see that it fits your present situation and help you update it as your circumstances change.

Estate Planning Services Highlights

• Highly credentialed professionals:
  • Certified public accountants
  • Certified specialists in estate planning
  • Professionals accredited in business valuation
  • Certified valuation analyst
  • Certified forensic financial analyst
• Annual and lifetime gifting assessments
• Assistance to family businesses facing the transition from generation to generation

Estate Planning Services Client Base

Our estate planning professionals serve large and small family-owned businesses and high-wealth individuals.

Commitment to Estate Planning

LaPorte professionals demonstrate their commitment to estate planning organizations through membership in and/or support of the following:

• Greater New Orleans Cornerstone Council
• Houston Estate and Financial Forum
• Loyola University School of Business Visiting Committee
• New Orleans Estate Planning Council
• Northshore Estate Planning Council
• Society of Louisiana Certified Public Accountants’ Estate and Financial Planning Committee

Services

LaPorte’s Estate Planning Services Group can assist with:

• Advising on gift, estate, and business succession planning
• Consulting on generational transfers for large, complex family-owned/closely held businesses
• Identifying alternatives for transferring your estate and strategies for reducing taxes
• Providing valuations of closely held business interests
• Helping determine the life insurance needed to sustain the lifestyle of heirs, pay estate taxes, and provide liquidity for an estate

For more information about Mauldin & Jenkins estate, trust, and gift services, please visit https://www.mjcpa.com/services/tax/estate-gift-trust.