Estate & Trust Planning

Your family’s future is important to us

A thoughtfully planned and executed estate plan can offer significant tax and financial benefits and assure the orderly disposition of assets from one generation to the next.

The professionals at LSL will examine all aspects of your financial portfolio including securities, real estate, life insurance, cash and other assets and create a plan to protect your personal wealth from unnecessary estate taxation.

We believe in a team approach and will work with your attorney and investment advisor to structure an estate plan to meet your goals. To insure that everyone is on board we recommend subsequent meetings with your beneficiaries to avoid future conflicts. Your peace of mind is our top priority.

Customized estate planning solutions include:

Estate Tax Returns (Form 706)

Fiduciary (Estates & Trust) Income Tax Returns (Form 1041)

Gift Tax Returns (Form 709)

Fiduciary & Probate Accounting

Consulting Services

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Our Consulting Services include:

Estate and gift planning
Review of current wills, trusts and other estate documents
Irrevocable life insurance trust (ILIT) planning
Charitable giving planning through trusts
Qualified personal residence trust planning
Education planning through gifting allocations
Post death asset allocations to survivors, credit shelter and other trusts
Surviving spouse portability planning

What Our Clients are Saying

“I have had personal relationships with Greg Lewis and now Jeff Boxx for decades and they are always responsive. They are definitely part of my personal and business “team”.”

~ Jennifer

“Yana Weaver is highly professional and the best CPA I’ve ever known.”

~ Elaine

“I am very happy doing business with LSL.”

~ Kathryn

“I always get a speedy and caring response to my questions.”

Marilyn ~ Momentum Business Resources, Inc.