Legacy & Estate Planning

An important component of Legacy Planning is the realization of an Estate Plan.

An Estate Plan is the name given to the collection of plans and goals you wish to have seen through when you are no longer present or able to act on them yourself. 

LBDIAS works with an Estate Planning partner to create a detailed and customized Estate Plan that can be tailored to fit your specific circumstances.

By working on your Estate Plan with LBDIAS we can guide you through details that make sense for you, your family and the continuation of your financial plan. 

Learn More About Estate Planning