TRUST &
ESTATE
It’s never too early to start planning how you’ll pass your wealth to the next generation. Lucas Horsfall will help you create the future you envision.
LH SERVICES
A CLEAR VISION
FOR THE FUTURE
You’ve worked to build a legacy that you can be proud of. You deserve an advisor who respects that legacy, has the competence and caring to be a good steward, and with whom you feel comfortable on a personal level.
We start by asking the fundamental questions. What is your plan for your business after you exit? How would you like to pass your business and the rest of your estate on to the next generation? How can we do this in a way that leaves you with the money you deserve, and minimizes taxes now and in the future?
When you work with Lucas Horsfall, you will have an estate plan that is customized to your vision and protects the legacy you’ve created.
OUR TRUST & ESTATE
SERVICES
ESTATE PLANING
STATE, CHARITABLE GIFT PLANNING
LOCAL & FEDERAL TAX OPTIMIZATION
CASH FLOW ANALYSIS & PROJECTIONS
SUCCESSION PLANNING
MERGERS & ACQUISITIONS
TAX CREDITS AND INCENTIVES
SPEAK TO A LUCAS HORSFALL
TRUST & ESTATE PROFESSONAL
Let’s have a conversation and find out whether Lucas Horsfall is the right firm to handle your assurance needs.