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Estate Planning

Your legacy is in your hands. Only through diligent monitoring can you be assured that your assets will be transferred effectively, and according to your wishes, to the people and charities you care about most. Establishing trusts, and regularly reviewing your legal documents and beneficiary designations, and examining tax implications for survivors are vital to establishing a plan that seeks to provide you and your loved ones with greater confidence and independence. We work closely with your other trusted advisors, such as attorneys and accountants, to create a unified plan.

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