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Wealth Accumulation and Management

Our Wealth Accumulation and Management team can guide you and your family in taking advantage of several essential tools of long-term wealth-building. Among these are:
  • 401(k) and Profit-sharing Plans
  • Business Continuity Planning
  • Estate Planning

401(k) and Profit-sharing Plans

As most business owners recognize, 401(k) and profit-sharing plans are excellent employee hiring and retention tools. These plans also benefit company owners. At L&G, we have been recommending and setting up customized plans specifically for construction companies for many years. For example, one type of plan we offer maximizes tax benefits available to owners and key employees. We would be happy to work with you to determine the kind of plan your company needs.

 

Business Continuity Planning

What will happen to your business when – by choice or by accident -- you are no longer at the helm? Because many of our clients are family-owned or closely held construction companies, the issue of business continuity planning has been an essential part of our practice for decades. We know from experience that it is very important to have a plan in place should something happen to you or another key person in your firm!

In formulating a business continuity plan, we talk with you at length about your personal, family, and retirement goals; get input from the two certified valuation experts on our staff; and recommend a course of action for your consideration. An experienced attorney then drafts the necessary legal documents describing your custom-designed business continuity plan.

Estate Planning

Do you have a will? If not, why not?

Estate planning can be difficult to "get around to" – but at L&G, we view this service as simply one more aspect of a well-integrated financial life. As with business continuity planning, we work with you to gather information and make recommendations, after which we ask an experienced estate planning attorney to draft the necessary legal documents. We have taken great care to streamline this process to give you peace of mind, with minimal anxiety, at a reasonable cost.