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.