Luke Bean is a partner at Rico, Murphy, Diamond & Bean LLP. He focuses his practice on Estate Planning and Estate and Trust Administration. He has extensive experience with all levels of estate planning, from simple will and revocable trusts to sophisticated techniques involving charitable giving and lifetime transfers using irrevocable trusts for tax reduction or asset protection purposes. He also offers income and estate tax minimization strategies as well as advice on the often intertwined corporate, real estate and tax issues involved in the development and execution of a fully inclusive and effective estate plan. Luke also has an extensive background in representing fiduciaries and beneficiaries through the estate and trust administration process, helping clients navigate the probate process, tax considerations and fiduciary obligations. Luke provides his clients with practical advice and reasonable solutions, using his tax background to guide clients through their options. In his free time, Luke enjoys hiking and is an avid Penn State football fan.
Luke Bean is not affiliated or registered with Cetera Advisors LLC. Any information provided by Luke Bean is in no way related to Cetera Advisors LLC or its registered representatives.