LOSA Estate and Life Event Planning

At the LOSA, we spend a lot of time planning.

These days, planning for life and its changes is more complex than ever. Not only does a family or family business need to consider typical estate planning…we must also plan for the temporary or full transition of creative efforts, social media accounts, and technology.

The LOSA’s approach to estate planning puts families and business on a path to weathering not only the end of a life, but a variety of life disruptions. We start with helping you inventory not only items of value, but the details that can make life unique, special, and functional—like business plans, special collections, certain technology, and or assets with a unique mode of access.

This approach helps clients not only put together a thoughtful will, health care proxy, and power of attorney, but helps them develop a contingency plan for life events that can cause disruptions (life sudden illness, or out-of-the-blue opportunities).

Our approach is a bit more extensive than simple will preparation, and it might not be for everybody. But for clients with creative assets, information, and life details entwined with technology, it can be a game-changer.

Call the LOSA at (716) 464-3386 or write info@losapllc.com to set up a consultation and see if “LOSA Estate Planning” can work for you.