Estate Planning

Trusts vs. Wills – What’s the Difference? Lionsgate Advisors

Trusts vs. Wills – What’s the Difference?

September 12, 2022
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Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes amongst your loved ones – and you don’t want to be […]

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4 Easy-to-Overlook Estate Planning Mistakes Lionsgate Advisors

4 Easy-to-Overlook Estate Planning Mistakes

August 17, 2022
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It’s easy to avoid making an estate plan, but not having one won’t be easy on your loved ones. Having your affairs in order can greatly help your family, so consider creating a comprehensive estate plan. Unfortunately, there are many easy-to-overlook estate planning mistakes, such as not naming beneficiaries on retirement accounts, not doing so […]

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Legacy Planning – Thinking About the Next Generation Lions Gate Advisors

Legacy Planning – Thinking About the Next Generation

June 20, 2022
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You’ve probably passed on pieces of wisdom to your children, but have you considered how you’ll pass on your wealth? Now that you’re reaching a certain age, you may be wondering how you’ll pass on family heirlooms, property, or the wealth you’ve built over many years. Proper legacy planning could be one of the greatest […]

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Your Business Succession Plan Checklist LionsGate Advisors

Your Business Succession Plan Checklist

May 20, 2022
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For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Now that you’re getting closer to retirement, you’ll have to make some big decisions. In order for your business to outlive you, you’ll need to map out a path forward. This means setting […]

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Estate Planning 101 Lionsgate Advisors

Estate Planning 101

November 15, 2021
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Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the […]

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