The LBO team of Estate planning professionals understands that through a proper & comprehensive plan, a client’s hard-earned wealth can be preserved.

Our Services

Estate Planning

We will analyze your current situation and create a program that is designed to preserve and protect your assets for future generations. In conjunction with attorneys and other professionals, we will apprise you about the use of planning devices such as trusts and gifts, charities and private annuities.

Estate and Gift Taxation

Through our extensive experience and knowledge in this area of tax law and filings, we work to minimize your Federal, and State Estate and Gift Taxes. We will keep you up to date regarding the latest tax laws and regulations.

Probate Accounting Services

Using the latest administrative software programs, LBO provides this service to attorneys, executors, and administrators. All of our reports comply with Probate Court requirements.