Trust and Estate Planning

We help you plan and protect your investments.

Planning for the transfer of assets is a service that requires both organization and accuracy. At LMR Advisors we are dedicated to ensuring that our client’s understand the tax liabilities of where they choose to put their assets. Our team will work with you to identify and value your assets. Understanding your wishes, we’ll provide the best information on the tax liability impact on the transfer of assets to your beneficiaries.

Power of Attorney

A power of attorney gives a person of your choosing a written authorization to represent or act on your behalf in private affairs, business, or other legal matters. By naming someone as your power of attorney, it allows you to give someone you know and trust to make decisions on your behalf.

Medical & Health

These plans are important and will help provide some relief during a hard time. A medical and health plan document your wishes regarding certain kinds of treatment and nominate someone to make healthcare decisions for you.

Wills

A will is a legally-binding document that allows you to decide how you would like your assets to be handled upon your death.

Trusts

A trust is a fiduciary relationship, including one party, known as a trustor and another party, the trustee. The trustor has the right to hold title to property or assets for the benefit of a third party, the beneficiary.