A Goal is Just a Wish Without a Plan Estate Planning

Estate Planning

Our wealth management team assists you to preserve and protect your assets, provide for the future of your family, and fulfill your philanthropic wishes, while managing estate and gift taxes. Estate Planning is a crucial component of managing wealth wisely.

We offer sophisticated strategies and techniques for individuals with large estates or complex family relationships. Our approach includes estate planning within the context of your overall individual or business financial goals combining it with tax managing strategies and asset protection. We are adept at mediating the sensitive family issues that estate planning may sometimes entail.

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Services We Offer

Our experienced financial planning professionals help to provide sophisticated tax management strategies—allowing you to confidently pursue your financial goals.

Services

  • Trust Services/Funding strategies to help address goals
  • Manage estate taxes
  • Protect assets
  • Special needs family members
  • Business succession plan purposes
  • Gift/estate & income tax saving strategies
  • Tax return preparation assistance

Vehicles

  • Charitable trusts
  • Irrevocable life insurance trusts
  • Family limited partnerships
  • Qualified personal residence trusts

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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