Estate and Distribution Planning

No matter your net worth, it's important to have a basic estate plan in place. Many people believe they don't need estate planning because they think they don't have an estate. Or they think the value of their estate is not great enough to cause estate taxation. NO… Estate Planning is an important component of retirement income planning, It is a balancing act… between how you want to live today and plan for your future, we integrate all aspects of your wealth management so that your plans for a comfortable retirement lifestyle, succession plans and charitable giving objectives are addressed.

  • Estate Tax Planning
  • Review of Trusts
  • Review of Living Trusts
  • Review of Wills
  • Consideration of Lifetime Partners
  • Charitable Giving

LPL Registered Representatives are not engaged in providing legal advice. Please seek the assistance of a qualified legal advisor for the creation of trusts and legal documents.