Overview – Individual 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

Partner
D’Marie Murray

D'Marie L. Murray, CPA

Principal
Connie Ricotta

Connie J. Ricotta, CPA

Principal

Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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