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Estate Planning

As your financial advocate we can design a plan to help you leverage your assets and bring order and reason to your financial affairs. By employing a disciplined and comprehensive process, you can integrate your financial decisions with your broader life goals while preserving your legacy. Our goal is to help you more clearly “know your course.”

With the passing of time, the primary concern of many families has become the preservation of their estate for their heirs. They’ve worked hard for what they have, and it is important to them to preserve their wealth—sometimes for generations to come. By focusing on wealth preservation and transfer strategies, we can help you maximize the estate you pass on by helping reduce costs and taxes and providing necessary liquidity. As part of your planning we can provide you with “what-if” scenarios so that you may easily evaluate various estate planning and transfer options.

We have the experience to help you with:

  • Estate and liquidity planning
  • Estate calculations
  • Estate distribution planning
  • Income replacement
  • Revocable and irrevocable trust planning*
  • Intra-family wealth transfers and gifting strategies

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

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