Estate Tax

Providing for orderly transfer of personal assets can be a difficult process. Though many understand the need for such a process, some never get around to doing it. Your estate tax team at The LBA Group can guide you and provide the assistance you need to begin moving in the right direction on issues that are often emotionally charged. You will be confident that you have the solution that is right for you. And we don’t stop there. We continually monitor changes in your personal situation that might require amendments to your existing plan documents, so that the optimal solution today remains optimal tomorrow.