Estate Planning Attorneys

Why Estate Planning Attorneys Should Partner with Lions Capital Mortgage.

Did you know that more than 70% of households in the United States lack an estate plan, will, or trust? This statistic underscores the critical importance of estate planning.

Even a single missing signature or incorrect word can drastically alter the intended outcome of an estate plan, trust, or will. Given that we assist home buyers with what is often their largest asset, we feel a profound responsibility to ensure they take the necessary steps to protect it for the future.

Each client's circumstances and aspirations are unique. By combining the extensive experience of seasoned estate planners with our commitment to securing our clients' financial well-being, we can help ensure their goals are achieved in a fair, tax-efficient, and prudent manner.

During consultations with renters and current homeowners, we consistently find that our clients would greatly benefit from guidance provided by our recommended estate planning attorneys on matters of estate and generational wealth planning.

Our real estate professionals understand the sensitivity surrounding these discussions for the families of the deceased. We prioritize client privacy and uphold the legacy of the estate while delivering the high-quality service that facilitates a seamless transaction.

Our clients deserve clarity on how to mitigate uncertainties in estate distribution among heirs and maximize the estate's value by minimizing taxes and other expenses.

We seek to address the unique challenges associated with selling a home or investment property held in a trust or undergoing the probate process by collaborating closely with estate planning attorneys.

Contact Us Today

Contact us today to access our local mortgage specialists that specialize in financial expertise, improving client services, and expanding professional opportunities in wealth management and estate planning.