Your estate is a promise for the future. Make a plan to protect it.

When you’ve worked diligently to build an estate, the last thing you want to worry about is having it drained of value through taxes and legal costs after you’re gone. The right plan can not only protect the value of your estate, but spare your loved ones from unnecessary hassle and legal conflicts. We offer a variety of strategies for passing on your wealth in the most effective way possible. So make a promise to your heirs, and let us help you keep it.

We can assist you and your estate attorney in all aspects of developing and managing a personalized estate plan designed to ensure the continued growth and preservation of your family’s hard earned assets. Our Estate Planning areas of expertise include:

  • Wealth preservation strategies
  • Private-business succession planning
  • Family-trust planning
  • Charitable-remainder trusts

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