ESTATE PLANNING & INSURANCE
LIFE INSURANCE PLANNING
Having insurance is key, but the right amount and the right type are what we measure when it comes to how it fits in your overall financial planning strategy. We carefully review all of your coverages to determine if you are prepared to succeed in all situations.
ESTATE PLANNING
Your legacy is important. Our advisors will make sure you have all of your necessary estate documents in place. Working with your estate planning attorney or one of our trusted partners, we strive to ensure your legacy is preserved.
ESTATE PLANNING
Estate Plan Review/Update
Will Based Planning
Trust Based Planning
Powers of Attorney (Health & Medical)
Deeds for Real Property
Business Interest Transfer
Lexus Wealth Management partners with EncorEstate Plans, an online estate planning service providing legal information to financial advisors and their clients. EncorEstate Plans is not a law firm and does not provide legal advice in the process of creating estate plan documents. Lexus Wealth Management is not a licensed attorney and does not provide legal advice.
INSURANCE
Life Insurance
Disability
Long-Term Care
Annuities
Health, Medicare, HSA
Lexus Wealth Advisors that are properly licensed to offer insurance, do so through arrangements with insurance companies.