Estate Planning can be like a chess match with the IRS. The pieces are your assets and your business or family wins by keeping what you desire as well as transferring to your loved ones as many of the "extra" pieces as possible. Lionshare Investments LLC can help by introducing you to attorneys who specialize in protecting and transferring assets.

While some investors utilize bank or wirehouse trust departments; we recommend avoiding any proprietary conflicts of interest by working with an attorney who is a specialist in his or her field.

Our experience and industry relationships may be leveraged to help you align your needs with an estate planning professional. The end goal will be to empower you in retaining as much of your assets as possible while moving excess assets past the IRS by directing them to those whom you desire and in the manner you wish.

The services offered to Lionshare clients may include any of the following:

• ESTATE & GIFT TAX PLANNING
• WILLS, TRUSTS & POWERS OF ATTORNEY
• FAMILY LEGACY PLANNING
• BUSINESS SUCCESSION PLANNING