Family is Everything.
Family is everything, and securing their future shouldn’t be left to chance. With expert guidance drawn from up-to-date IRS regulations and tried-and-true legal strategies, we help you create a legacy that stands the test of time.
At L.A. Mason & Associates, we know that family is at the heart of everything you do. Whether you’re guiding children through life milestones, caring for aging parents, or supporting extended relatives, proactive planning is key. By taking the right legal and financial steps today, you can safeguard your family’s well-being and preserve generational wealth for the future.
Our estate plans shield your loved ones from unnecessary disputes and uncertainty, allowing them to thrive with the stability you’ve worked so hard to provide.
Our estate plans shield your loved ones from unnecessary disputes and uncertainty, allowing them to thrive with the stability you’ve worked so hard to provide.
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Create a Legacy that Lasts.
Protect Your Family’s Financial Future.
Common Family Protection Pitfalls
Secure a Legacy of Care and Prosperity.
Your family deserves the peace of mind that comes with being protected from life’s uncertainties. At L.A. Mason & Associates, our commitment to clear, actionable solutions means you can confidently plan for your family’s present and future—knowing every measure is in place to safeguard the people you love most
- No Guardianship Plan: Failing to name guardians for your children can lead to lengthy court processes, where the decision is taken out of your hands. Outdated
- Beneficiaries: Life events—marriages, divorces, births—can make existing beneficiaries inaccurate or outdated.
- DIY Legal Documents: Templates can miss key state requirements or fail to provide full tax benefits. Ignoring Family Business Needs: Without a succession plan, family businesses can face legal disputes, tax burdens, and operational chaos. After drafting your documents, have them reviewed by an attorney before notorizing them.
Lay a Strong Family Foundation.
Your Family Deserves Peace.
According to the IRS and various estate planning guidelines, properly structured estate plans not only help avoid unnecessary taxes but also empower your family to navigate life changes without legal uncertainties. Our legal experts and IRS Enrolled Agents leverage IRS tax code, Internal Revenue Manual references, and the latest state regulations to develop strategies that keep your family financially secure.
