Estate & Legacy Planning

*Estate planning services are provided through a strategic partnership with a trusted third-party law firm. They are the source of the information herein. Lido Advisors, LLC is not licensed to, nor does it, provide legal advice or services. Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services. 

Estate planning defines future control. Anyone who has an opinion about who should take over their decisions if they are incapacitated, and who receives their assets after they pass, can benefit from an estate plan. An estate plan can be crucial for parents, business owners, real property owners, blended families, and high net worth individuals, among others.

Your estate plan should allow you to:

  • Control your property while you’re alive and well.
  • Control who can access and make decisions about your assets if you become incapacitated or disabled.
  • Control who can make decisions about your health care if you become incapacitated or disabled.
  • Control who receives your assets after you pass, when they receive those assets, and how those assets are protected for them.
  • Minimize the impact of professional fees, court costs, and taxes.


Incapacity Planning
With documents such as durable powers of attorney, advance health care directives, HIPAA authorizations, and living wills, proper incapacity planning will allow you to decide now, while you are able, who will be in charge of making critical decisions about your health and wealth in the event you lose capacity in the future. Without incapacity planning, the state would likely need to get involved in those decisions.

Post-Death Planning
Post-death planning is done with a Last Will and Testament or a Revocable Living Trust. We can help you decide which document is the best fit for you. Both, however, will allow you to determine who gets your assets at your death as well as protect those assets from your beneficiaries’ creditors, their potential future ex-spouses, predators, and themselves, where needed.

Tax Planning
There are multiple tax regimes that affect your assets during life and at death, including income tax, capital gains tax, estate tax, and generation skipping transfer tax. Advanced tax planning using various types of irrevocable trusts, family entities, and other strategies can help mitigate the impact of those taxes, allowing you to leave a greater legacy for the individuals and charities whom you want to support.

One Life. Live Well.