Individual and Family Wealth

Whether you are still in the process of accumulating assets or wish to protect the wealth you have worked so hard to build, you want the peace of mind that comes with having financial professionals who will help you attain your financial and investment goals. Lumsden & McCormick Financial Services, LLC, a wholly-owned subsidiary of Lumsden McCormick, LLP, works with individuals and families to provide guidance every step of the way.

Learn more about how the proactive professionals on our Family Wealth and Estate Planning team will help you maximize your wealth, protect and preserve that wealth, and successfully transfer your wealth to the individuals and institutions important to secure your legacy.

Investment Planning

  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification strategies
  • Alternative Investments

Tax Planning

  • Income Tax and Estate Tax Planning
  • Tax-Advantaged Investing
  • Charitable Planning
  • Trust Services

Income Protection and Asset Preservation

  • Long-Term Care Insurance
  • Disability Protection
  • Income Replacement
  • Creditor Protection

Retirement Planning

  • IRA Rollover and Distribution Planning
  • Income Projection Analysis
  • Fixed Income Strategies
  • Qualified Plan Design and Compliance

Business Planning

  • Business Succession
  • Buy-Sell Agreements
  • Non-Qualified Retirement Plans
  • Key Employee Retention

Estate Planning

  • Wealth Transfer and Tax Reduction
  • Charitable Gifting
  • Trust Services

Insurance

  • Life Insurance Analysis and Design
  • Long-Term Care Insurance
  • Disability Protection

Education Planning

  • Coverdell Education Savings Accounts
  • 529 College Savings Plans
  • UGMA/UTMA Accounts
  • Trust Services
  • Special Situations
  • Divorce
  • Incapacitation and Control of Assets

Debt Management

  • Creditor Protection
  • Efficient Credit Management

For more information about our family wealth management and estate planning services, please contact a service team member below.

Services Leaders

Dale Demyanick

Dale B. Demyanick, CPA

Partner
Robert Ingrasci

Robert P. Ingrasci, CPA

Principal
Cheryl A. Jankowski

Cheryl A. Jankowski, CPA, CEPA

Partner
Amanda Mooney

Amanda L. Mooney, CPA

Principal
D’Marie Murray

D'Marie L. Murray, CPA

Principal
Connie Ricotta

Connie J. Ricotta, CPA

Principal

Upcoming Events

Webinar Series Part III: Planning, Planning, and More Planning - What’s Necessary to Optimize Your Personal Financial Position

Webinar Series Part III: Planning, Planning, and More Planning - What's Necessary to Optimize Your Personal Financial Position

June 22, 2021

Given the proposed tax rate increase to individuals, planning will be the key to mitigate financial stress. Your key takeaways from this one-hour discussion will include planning strategies that you can implement now.

Learn More
Webinar Series Part I: Federal Tax Laws Gone Wild

Webinar Series Part I: Federal Tax Laws Gone Wild

May 25, 2021

Planning is key to mitigate the impact of the administration's proposed tax law changes expected for tax year 2021. This one-hour presentation will review the potential changes and the impact to your operations.

Learn More
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