Estate Planning & Succession Planning

Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/.

Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at 
https://www.adviserinfo.sec.gov/.

The content and information in this presentation should be considered educational and limited to the dissemination of general information and does constitute specific investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer or a solicitation of an offer to buy any security.

Helping to Preserve and Grow Wealth For Future Generations.

In many ways, your estate is something you've been working on for your entire life. It's more than just a summary of all the money you have and the property you own — it truly is your life's work. It's an investment in future generations of your family and as is true with any investment, your estate and trust planning deserve careful attention and the type of intimate attention to detail that you can depend on.

At Lewis Wealth Management Group, we will work diligently to help guarantee that your values are upheld for not just you, but for your loved ones and so that future generations of your family will be able to enjoy what you've worked so hard to build.

All of our estate planning services can help significantly streamline what is inherently a complicated and stressful process for everyone involved. Our services include, but are not limited to:

  • Establishing a will
  • Building a trust
  • Taking care of all health care directives
  • Going over important topics like financial power of attorney

In terms of succession planning, we also offer a wide range of services including, but not limited to:

  • Tax Considerations. We help you assess the value of your business in a way that allows it to continue to grow exactly the way you intend it to.
  • Leaving a Business to Your Co-Owners. If you're planning on leaving your business to one or more of your existing partners, we can help you establish an agreement to make sure things are executed to your exact specifications.
  • Creating a Succession Plan. We can help not only develop, train and support your successors, but will also help to delegate responsibility and authority, bring objectivity to the proceedings, provide coordination between who will own the business and who will manage it and so much more.

Estate and succession planning can be complicated topics, but thankfully this is one road you don't have to travel alone. To find out more about how we can help preserve everything you've worked so hard to build for now and for all time, please don't delay — contact Lewis Wealth Management Group today.

Have questions about estate planning, legacy planning, or succession planning?

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