Protect Yourself
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Stay in Control.

You’ve spent a lifetime building your independence—don’t let unexpected events undermine your hard work.
At L.A. Mason & Associates, we specialize in legal tools that safeguard your personal well-being, from advanced directives to wills that honor your wishes.
We believe that preparing for life’s uncertainties is one of the greatest acts of self-care and responsibility. Protecting your financial, legal, and personal well-being ensures that no matter what lies ahead, you have a plan in place for yourself and your loved ones. Our solutions are designed to give you peace of mind today—and security for tomorrow.
Empower Your Future.

Our comprehensive approach ensures your voice remains at the center of every major decision, giving you the peace of mind to focus on what truly matters: living life on your own terms.

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BOLDLY hold on to your future.
You are the spark.

Estate Planning: Your First Line of Defense.

Protect Your Legacy and Peace of Mind.
Create Your Will

Create a clear, up-to-date Last Will & Testament that accurately reflects your evolving goals and priorities.

Establish Legal Directives

Establish legal directives (like living wills and powers of attorney) to ensure your voice is heard if you’re ever unable to speak for yourself.

Protect Your Peace

Gain peace of mind knowing you have safeguards in place that keep you in control of your future.

Common Pitfalls—and How to Avoid Them

We know that estate planning can feel overwhelming—especially if you’re busy with family, career, or business. At L.A. Mason & Associates, our mission is to make this process as clear and actionable as possible. We handle the complexities, so you can focus on living your life with confidence, knowing your future is secure.
  • Putting It Off: Waiting until “later” often means never. The earlier you start, the more options you have.
  • Missing Key Documents: A will alone might not be enough; consider trusts, powers of attorney, and healthcare directives.
  • Ignoring State and IRS Requirements: Laws and regulations vary; not following them could invalidate your plan or increase taxes.
  • Failing to Update: Life changes—so should your estate plan. Keep documents current after major milestones (marriage, birth of a child, divorce, new business, etc.).
First Things First.
Wills and Trusts
  • Wills: Outline who receives your assets, name guardians for minor children, and address final wishes.
  • Trusts: Can help avoid probate court, reduce estate taxes in certain situations, and maintain privacy by keeping asset details out of public records.
Powers of Attorney
  • Financial POA: Allows a trusted individual to make financial decisions if you’re ever unable to do so yourself.
  • Healthcare POA: Empowers someone to act on your medical decisions if you become incapacitated.
Advance Health Care Directives
Clarify your end-of-life care preferences and comfort measures. This ensures that your wishes are respected, even if you are unable to communicate them yourself.
Business Succession Plans
For entrepreneurs and small business owners, a clear succession plan is essential. It lays out who will manage the business, how ownership interests transfer, and how to handle critical financial or contractual obligations.

Protect Your Wellbeing.
Having a legally sound estate plan isn’t just for the wealthy or the elderly; it’s for anyone who wants control over how their assets are handled and wishes to minimize complexity for family members down the line. In fact, according to the Internal Revenue Service (IRS), an effective estate plan can help manage taxes, clarify asset distribution, and streamline legal processes. Here’s how we can help:
Family
Business
Your legacy at your fingertips.
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