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Trust & Estate Planning

The Bigger Picture

Your estate is more than merely property. It’s you’re legacy. It’s so much more than just a last will and testament or a power of attorney. At LSS, we get to know you like family, so naturally we’ll work closely with you to protect your family, business, and other assets now and for future generations. Our firm utilizes the full range of tools available in estate planning and probate, including trusts, charitable planning, and lifetime gift planning. We use our extensive knowledge to customize an estate plan so that you can be comfortable knowing your family and assets are protected in a tax-efficient manner. We design your plan around the unique nature of your assets, including insurance, retirement plans, art and antiques, real estate holdings and family businesses.

We realize each family is different and has its own unique dynamics. We regularly work with single individuals, traditional families, blended families, same-sex families, and family members with special needs. We take pride in establishing creative and flexible estate plans addressing the myriad of family situations in a tax effective manner.

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