Estate Planning

How will you leave a legacy?

Estate planning is the difference between carrying water in your hands and trying to pass it to someone versus giving that person a bucket to hold it. Preparing and maximizing your legacy for those you love is a vital chapter in the wealth journey – a chapter you want to write intentionally, not have written for you.

At Lions Gate, we help you write that chapter by:

• Partnering with estate attorneys and elder law attorneys to make sure your legacy is protected and passed on with care.
• Preparing your estate to deal with long-term care costs and insurance, as well as Medicaid, is our specialty.
• Providing trust services to distribute your legacy according to your wishes.