Estate & Legacy Planning

Preserving wealth from one generation to the next can be complex and time-consuming.  Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial legacy is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.

  • Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
  • Charitable Giving can provide tax benefits for you and your heirs.

We can help you identify and articulate your estate planning goals, essentially creating the blueprint for your estate plan. We will work closely with your tax and legal advisors who are responsible for drafting and updating your estate planning documents to help ensure your needs and desires are appropriately reflected. Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.

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

Tax and legal services are not offered by LPL Financial or Legacy Financial Planning.