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21 Meadowlark Drive Middleborough, MA 02346

(774) 213-9250
bill@lifetimefinancialstrategiesllc.com
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Estate Planning Services - LifeTime Financial Strategies, LLC

Estate planning is a crucial process that involves managing and preserving your assets during your lifetime and ensuring their efficient transfer to your chosen beneficiaries after your passing. At LifeTime Financial Strategies, LLC, we understand the importance of estate planning in securing your financial legacy and providing for your loved ones. Our team of accredited and experienced financial advisors and professionals is dedicated to assisting you in developing comprehensive estate planning strategies tailored to your unique needs and goals.

Estate Planning for Business Owners

Estate Planning for Business Owners

As a business owner, you face unique considerations when it comes to estate planning. Your business is often one of your most significant assets, making it vital to navigate the complexities of dividing your assets and the business among beneficiaries. We specialize in helping business owners make informed decisions regarding the equitable distribution of their assets. The goal is for the distribution of the assets to be fair. Often times, for assets to be distributed fairly, they may not be distributed equally. For example, one child may want an active role in the company while other children may have no interest in the business. This could result in an unequal distribution of shares or ownership rights. For this reason, having a financial advisor who can address these topics can help save not only time and money, but family relationships as well. 

Navigating Family Dynamics in Estate Planning

Estate planning can present challenges when dealing with complex family dynamics. We know that every family is unique, and various factors can complicate the process. Our team is well-versed in addressing these challenges and helping you create a plan that aligns with your values and goals. Our expertise extends to developing strategies for blended families, ensuring that all parties are included and provided for according to your wishes.

Navigating Family Dynamics in Estate Planning

Identifying Potential Conflicts


Through thoughtful analysis and discussions, we assist you in recognizing areas where conflicts may arise, allowing us to develop strategies to mitigate and resolve them.

Communication and Conflict Resolution Strategies


We encourage open dialogue and facilitate family meetings to discuss your wishes and intentions. Our team provides conflict resolution strategies to ensure that your estate plan aligns with your family's best interests.

"With a lack of estate planning,
often times the children are ill prepared
because the parents left their wishes ill defined."

Estate Planning in Divorce

We understand the importance of addressing estate planning matters during this transitional phase of your life. We guide you through key considerations, such as property division, updating beneficiary designations, establishing guardianship for minor children, and minimizing tax implications.

Navigating Family Dynamics in Estate Planning

Collaborative Estate Planning in Divorce Cases


Our financial advisors work closely with attorneys and mediators to ensure that your estate plan aligns with the legal aspects of your divorce. We utilize divorce-specific estate planning tools and techniques to protect your assets and provide for your loved ones.

Custody and Support Provisions


We recognize the importance of safeguarding the well-being of your children during divorce. We assist in developing strategies within your estate plan to ensure the ongoing financial security and care of your children.

Why Choose LifeTime Financial Strategies, LLC for Estate Planning

When it comes to estate planning, selecting the right financial advisor is crucial. Here's why you should choose LifeTime Financial Strategies, LLC:

1. Accredited and Experienced Team (CFP®)
Our team holds recognized certifications, including Certified Financial Planner (CFP®). With extensive experience in estate planning, we possess the expertise to guide you through the complexities of creating a comprehensive estate plan.

2. Comprehensive Range of Estate Planning Services
From wealth transfer strategies to asset protection and inheritance planning, we have the knowledge and resources to develop a customized plan that safeguards your assets and provides for your loved ones.

3. Client-Centric Approach
We take the time to listen, answer your questions, and provide guidance throughout the entire estate planning process.

4. Commitment to Confidentiality and Security
We maintain the highest level of confidentiality and implement rigorous security measures to protect your personal and financial information. Your privacy and peace of mind are of utmost importance to us.

Let’s Plan Your Estate Today!

Let’s Plan Your Estate Today!

Estate planning is a vital step in securing your financial future and ensuring the well-being of your loved ones. At LifeTime Financial Strategies, LLC, we have the expertise and dedication to guide you through the complexities of estate planning, whether you are a business owner, facing difficult family dynamics, or going through a divorce. 

Contact us today to schedule a consultation with our accredited financial advisors and take the first step toward a comprehensive estate plan that reflects your wishes and protects your legacy.

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