Estate Planning and Settlement

Helping Secure Your Financial Legacy

Ensuring a tax-efficient transfer of wealth to future generations requires careful planning. Based on an intimate understanding of each client’s needs, we provide personalized solutions for estate planning and settlement.

Addressing Family Needs

Led by your Trustee, our team has the expertise to provide solutions to address a range of estate planning issues, including:

How can we minimize the impact of estate taxes?
How can we ensure estate documents align with our legal advisor’s strategy?
Who will ensure our assets are distributed according to our wishes?
Who will provide support to our heirs during the settlement process?

Wendy Holding

By working closely with our clients and attorneys, we bring clarity to the often confusing and complex estate planning process, helping our clients make informed decisions to craft plans that reflect their goals.

Wendy Holding
Trustee

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Our Difference

See what sets LWC apart from other wealth management firms.

Trustee Relationship

The relationship between Trustee and client   forms the core for everything we do.