Lake Auburn Legal & Accounting LLC, located in Auburn, ME, provides comprehensive estate planning services tailored to meet the unique needs of small business owners and nonprofit leaders. Planning for the future is critical—not only for your personal legacy but also to ensure the continuity and protection of your business assets. With over 20 years of accounting experience and specialized legal knowledge, our founder, Kryston Lemay, Esq., combines accounting skills with legal expertise to create estate plans that protect your family, your business, and your nonprofit’s future.
Contact us at (207) 899-7592 to start developing a personalized estate plan that safeguards what matters most.
Tailored
Estate Planning Services
Estate planning is not one-size-fits-all. We provide a customized approach based on your specific goals and circumstances, offering services that include:
Wills and Trusts
- Drafting and updating legally sound wills that clearly outline your wishes.
- Establishing trusts to protect assets and reduce potential taxes.
- Ensuring guardianship designations are in place for minor children or dependents.
Business Succession Planning
- Creating transition plans to maintain your business’s continuity in the event of your passing or incapacity.
- Structuring succession to preserve value and operational stability.
- Integrating estate planning with your accounting and tax strategies.
Asset Protection Strategies
- Using legal and financial tools to protect personal and business assets from creditors or legal claims.
- Coordinating with budgeting and financial planning for maximum efficiency.
- Advising on minimizing estate taxes and preserving wealth for future generations.
Ongoing Legal and Accounting Support
- Offering regular reviews and updates as your life or laws change.
- Providing guidance on both legal documents and financial management to keep your estate plan current.
- Helping you navigate complex tax planning, budgeting, and recordkeeping that relate to estate preservation.
Why Choose Lake Auburn Legal & Accounting LLC for Estate Planning
Choosing Lake Auburn Legal & Accounting LLC means working with a professional who understands both your financial and legal needs:
- Dual expertise in law and accounting, providing a comprehensive perspective.
- Over 20 years of accounting experience ensuring financial and tax implications are fully considered.
- Specialized knowledge of nonprofit management and tax compliance from local and regulatory experience.
- Personalized service focusing on solutions that fit your unique business and family situation.
What to Expect From Our
Estate Planning Process
Our process is straightforward and client-focused to ensure your peace of mind:
1
Initial Consultation: We listen to your goals and concerns to tailor your estate plan.
2
Information Gathering: We review your current assets, business interests, and existing plans.
3
Plan Development: We draft wills, trusts, succession documents, and asset protection strategies suited to your needs.
4
Implementation Support
Review and Finalization: We explain terms in plain language, make adjustments, and finalize documents with your approval.
5
Ongoing Review: Life changes, and so does your plan; we provide regular updates and support for ongoing compliance.
Practical Tips for Effective
Estate Planning
- Review your estate plan every 3–5 years or after major life changes (e.g., marriage, birth, or business growth).
- Designate backup executors, trustees, or agents to avoid disruptions.
- Coordinate your estate plan with your tax planning and budgeting strategies.
- Keep all estate planning documents and financial records organized and accessible.
- Inform key family members and business partners about your plans to ensure clarity.
Comprehensive Support
Including Accounting and Legal Training
Kryston Lemay, Esq., brings valuable skills beyond estate planning, including:
- Account reconciliations and budgeting to integrate financial management into your estate plan.
- QuickBooks and bookkeeping training to enhance your recordkeeping accuracy.
- Tax planning expertise to prepare for year-end filings and minimize liabilities.
- Corporate and nonprofit tax experience to support your organizational goals.
By combining accounting insight with legal strategy, our firm offers an unparalleled level of comprehensive estate planning service.
Protect your legacy and secure your business’s future today with Lake Auburn Legal & Accounting LLC. Call us at
(207) 899-7592 to schedule your consultation.
Take control of your future by scheduling an estate planning consultation with Lake Auburn Legal & Accounting LLC. Call (207) 899-7592 today to begin.