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 ensure that everyone is on board, we recommend subsequent meetings with your beneficiaries to avoid future conflicts. Your peace of mind is our top priority. At LSL CPAs, we provide estate and trust planning services headquartered in Orange County, California. With our local Orange County office conveniently located in Irvine, we provide unmatched expertise and local knowledge throughout the region.