Tax & Estate Planning

Even more devastating than any potential market correction our country has or will see is the lack of consideration for taxes with the transfer of wealth between generations being one of the greatest causes of lost wealth that exists today. A fundamental value to our company, tax and estate planning is deeply integrated with each of the recommendations and services that we provide, and we work with a network of leading tax and legal professionals to execute strategies on your behalf.

Family Tax Planning
From your standard tax filings to the delicate management of inherited assets, Lovell Wealth Management will work closely with your tax professionals or provide a referral to those in our network of qualified CPAs to develop tax-reduction strategies for your family.

Family Legacy Planning
Whether planning for the income needs of a surviving spouse or designing a comprehensive financial legacy pian for your entire family, as an Accredited Estate Planner (AEP®), founder Stephen F. Lovell has the advanced training, experience, and industry resources to help you create a personal and strategic legacy plan. Not only does he work with top CPAs and attorneys throughout the country, but he has taught estate planning to MBA students.

Business Tax & Succession Planning
The transfer of ownership of your business is a personal and financial decision that requires care, precision, and expertise. Through our partnerships with leading attorneys and tax professionals, we are able to create an integrated approach designed for your needs.


To learn more about how Lovell Wealth Management can be of assistance with your tax and estate planning goals, call 925-932-7082 or contact us to request a complimentary consultation today.