Generation Wealth & Estate Planning

LBW’s Personal Financial Consulting also includes its Estate Planning services.  We believe establishing a well-prepared estate plan ensures an added level of risk management to your overall financial health. The LBW team will kick off this process by meeting with you to review estate planning techniques and methods for aligning your estate plan with your financial plan.

Many clients we meet have their estate planning complete. However, their goals and objectives, as well as the law, may have changed since the last time they reviewed their plans. We review your documents in conjunction with an estate planning attorney* and make sure your current wishes are accurately reflected. We also utilize this partnership to comb through the intricacies of your family dynamics and their impacts on the process.

The technical details of estate planning can make it challenging to effectively communicate your desires. In our meeting, we’ll give you background information that helps organize and prepare for your attorney meeting. We can work with your existing estate planning team, help you vet an estate attorney of your choosing, or provide recommendations of estate attorneys we’re familiar with. Our team is also able to save time by shortening attorney meetings with information gathered and discussed ahead of time.

Because estate planning is an involved process that includes family members and loved ones, difficult discussion can often emerge. With us by your side, LBW will help facilitate a meeting with your beneficiaries and share information regarding your estate plan in whatever manner best meets your needs. We can also accompany you to the attorney meeting to help ensure your wishes are clearly articulated.

As the process moves forward, we can assist in transferring your assets effectively and efficiently during and after your lifetime. In addition, we can provide support to gather and transfer assets if you are currently acting as a trustee. In the final stages, we also work to save you time and money by facilitating the signing of legal instruments and acting as a witness, if necessary. We also help with the retitling of assets and beneficiary designation process.

Because life changes occur more frequently than we prefer, we recommend reviewing your estate plan every two years to give yourself peace of mind that your wishes are on track to being fulfilled. It’s your hard-earned money, let’s see to it that it is well-protected.

*Clients will be responsible for any fees owed to the attorney per the respective attorney’s schedule of fees.

Our Services

personal financial consulting

Generation Wealth & Estate Planning


Planning for Entrepreneurs & Business Owners