Estate Planning for All Stages of Life


LS Carlson Law offers global estate planning legal services for individuals, families, and companies of all sizes, affluency levels, and complexities. Our robust offerings include asset protection, wills, trust preparation and administration, and real estate transfers. Whether it’s a straightforward trust for an individual or family that owns a home, or a complex, high-net worth, estate plan involving multi-faceted structuring, lifetime gifting, valuations, and advanced irrevocable trust strategies, we will provide you with the estate planning and trust solutions you need to protect your family legacy.

Young Family

Mid 20s to Late 30s

You are the parents of young children, have a home, and are looking to protect your kids should something happen to you and/or your spouse.

Considerations:

  • Guardianship for Children (Minors)
  • Define Inheritance Criteria (Ages, Milestones, etc.)
  • Avoid Costly Probate
  • Maximize Control & Flexibility

Estate Growth

Early 40s to Late 50s

Your kids are in high school or college. You are in a state of growth in the form of asset accumulation and want to make sure that those assets are protected.
Considerations:

  • Protect Assets
  • Minimize Liabilities
  • Define Asset Allocation
  • Tax Reduction

Golden Years

Retirement - 60+

You are enjoying the fruits of your labor. You are thinking more about your legacy and want to make sure your wishes are met when you pass.
Considerations:

  • Personal Comfort
  • Healthcare Directives
  • Legacy Preservation (Asset Allocation)
  • Estate Tax Minimization

L.S. Carlson Law

HEADQUARTERS

85 Enterprise, Suite 310 Aliso Viejo, CA