Simplifying Estate Planning

While many wealth management firms offer estate planning services, you often need to bring in your own estate planning attorney or specialist, as well as a tax advisor. And if you don’t have or don’t know an estate or trust attorney, firms will typically refer you to someone they work with. This leaves you with the job of coordinating a team of experts, who may have competing interests, to work on your behalf.

At Lion’s Share we do things differently than other firms. You will get our in-house estate lawyers who work with our financial advisors to fulfill a singular goal: protect your loved ones and everything you have worked for. We can also work with your attorney and other service providers (like your accountant) as needed to deliver on your goals.

What is a Trust Administrator?

A trust administrator is much like the probate of an estate. In the case of a trust, the creator of the trust is known as the trustor, settlor, grantor, or trustmaker. The person in charge of managing the trust is referred to as the trustee. The main difference between a probate administration and a trust administration is that a trust administration does not require court supervision – so the administration process can sometimes be completed more quickly, is not subject to the prying eyes of the public, and can cost considerably less.

If the trust is properly funded during the lifetime of the decedent, there is no need for a marshalling of the assets, as the assets are already titled in the name of the trust. The Successor Trustee can take over the administration of the trust upon the disability or death of the decedent without the approval of the court. If desired, trust assets can be maintained under the umbrella of the trust, providing important divorce protection and creditor protection for the surviving spouse and remainder beneficiaries.

Tax Planning

Tax planning is integral to maximizing and managing your wealth. And key to wealth management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future.

A good tax plan also takes into account laws that will impact your taxes. For families, especially those with children, it’s important to know how these laws may impact your financial plan. Our CPAs and tax advisors have dealt with a wide variety of tax scenarios. We are well-equipped to help you with your state and federal taxes and provide strategies to assist you with a range of tax issues that may occur – we know the tax rules so you don’t have to.

Taxes should be an integral part of your financial planning discussion. It’s not what you earn but what you keep that matters. Minimizing taxes is essential to protecting your lifestyle, longevity, and legacy. We set you on a path to keep more of your wealth and watch it grow.

Lion’s Share Trust Administration Services

Family dynamics, leadership transition, asset valuations, estate and income tax considerations, liquidity needs and governance concerns are just a few of the issues that come to the forefront when a family business owner dies. Lion’s Share Financial Group can act as a trustee or personal representative to help your family navigate through a difficult transition period and assure your intentions are faithfully carried out.

Estate Settlement Services

Carrying out estate plans that meet legal and tax requirements can be a challenge. Including managing assets and cash flow to preparing estate and income tax returns. At Lion’s Share Financial Group Trust Administration approaches estate and trust administration following a death with diligence and sensitivity.



Lion’s Share affiliated entity CPAs, our capital managers, and attorneys work together to offer our clients the best tax services.

We help you prepare for retirement your way, whether that means spending time traveling the world or spending time with your grandchildren.

A long-term care insurance policy can help cover the costs associated with long-term care.


Asset Allocation Analysis

Having an asset allocation done by a Lion’s Share advisor is one of the most important factors that can help determine the rate of return on your investments. It is an investment strategy that uses the following three things to determine how much of your money should be in cash, bonds and stocks.

Identify Potential Retirement Income Sources

Before you retire, you need to establish a retirement plan that will provide an adequate income stream and sustainable portfolio withdrawals for up to 25 or 30 years. A Lion’s Share advisor can help you identify all your retirement resources, including Social Security, benefits, and estimate how long your retirement assets will last based on your budget, timeline and other assumptions.

Eliminate Financial Risk

Lion’s Share capital management advisors have understanding of financial uncertainties. They have expertise in the field of taking critical financial decisions for you, should the need arise. Our advisors can help you manage your finances during the roughest market conditions, which can often lead to stress. Your advisor takes all your financial considerations in account while helping you achieve your goals.