Estate Planning

Truly successful financial planning allows you to preserve and distribute accumulated wealth per your wishes, not just to earn a certain dollar amount per year. Lifetime Capital Management looks for opportunities to improve your existing tax and estate planning, such as:

  • Reviewing the titling of assets
  • Considering benefits of trust accounts
  • Placing tax advantaged assets

We listen to your long-term goals and take a holistic view or your entire financial picture to advise on estate and tax planning that makes sense for you. While working on your broader financial plan, our professional advisors consider the estate and tax planning aspect of your portfolio to deliver an educated analysis of your best options.