SERVICES
Estate & Trust Planning
Comprehensive Trust and Estate Planning
LPS’ experienced professionals guide you through the complexities of trust and estate planning, ensuring your wealth is preserved and efficiently managed. We collaborate closely with your legal advisors to develop tax-efficient estate plans tailored to your unique financial situation. Ultimately, our goal is to help you secure your legacy while minimizing tax liabilities and easing the transfer of assets.
Gift Tax Filings and Compliance
Our team is adept at handling all aspects of gift tax filings and estate and trust tax returns. We ensure your documentation is accurate and compliant with current regulations, helping you avoid potential penalties. By partnering with LPS, you receive expert guidance to navigate these financial obligations seamlessly and with confidence.
Collaborative Wealth Strategies
LPS understands that effective wealth management involves strategic collaboration with financial advisors. We work in tandem to design comprehensive strategies for wealth accumulation, ensuring your future financial goals are met. Our integrated approach covers all aspects of planning, from education funding to investment growth and risk management.
Retirement and Succession Planning
Preparing for retirement and planning for succession are critical components of a robust financial strategy. Our team helps you design retirement plans that support a comfortable lifestyle, while also developing succession plans to smoothly transition your business or estate. We focus on strategies that maintain financial stability for both you and future generations.
Customized Financial Solutions
LPS provides customized financial solutions to meet your specific planning needs, whether for personal longevity or ongoing business success. From employing targeted investment strategies to orchestrating smooth wealth transitions, our services are tailored to maximize your outcomes. Trust in our expertise to enhance your financial future and achieve your legacy aspirations.
Benefits of Trust and Estate Planning with LPS
- Personalized Estate Structuring: LPS tailors estate planning to align with your personal and financial objectives, ensuring your estate is structured to meet your unique needs.
- Minimized Tax Impact: Our strategies focus on reducing tax liabilities, enabling more of your hard-earned wealth to be preserved for future generations.
- Smooth Asset Transfer: With LPS, the transfer of your assets is managed seamlessly, minimizing complications and ensuring your wishes are honored.
Frequently Asked Questions
Estate planning involves creating a plan for the distribution of your assets after death, minimizing disputes, and maximizing beneficiaries’ inheritance.
We accurately prepare filings to comply with legal requirements, ensuring efficient estate management and tax savings.
We collaborate with financial advisors to develop tailored strategies, such as investment portfolios, to build long-term wealth.
We explore options including 529 plans, trust funds, and investment accounts to secure educational financial resources.
Succession planning tackles identifying future leaders, establishing transition processes, and maintaining business continuity and legacy.