What We Do

Many of our clients initially hear about LFSW through one of our many seminars that are presented at local congregations throughout the state of Texas. The currently scheduled seminars are listed on our calendar with time and location details. If there is not a convenient seminar for you, we will be happy to arrange a briefing about our services, either by phone or in person.
After an initial contact, we recommend a face-to-face meeting between the appropriate family members and the LFSW estate planning consultant. At this informal meeting(s) a variety of items will be explored to assist in formulating the best estate plan:
As the estate planning process progresses, LFSW explain how to get your planning "ducks in a row" for:

* Income for your retirement years.
* Avoiding costly and time-consuming probate.
* Professional management of your assets - if you so choose.
* Favorable capital gains tax treatments.
* Eliminating or minimizing estate taxes.
* Unforeseen disability/incapacity of you or your spouse.
* Turning low income, highly appreciated land or securities into a reliable, steady cash flow.