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Estate Planning

This is an important step we recommend for our clients. This is most effective when done in tandem with the rest of your financial plan. We will coordinate our services with your chosen legal counsel to implement your financial plan in conjunction with your estate and Asset Preservation Planning goals. Below are some of the services we offer:


 Explanation of estate planning structures/documents:
      – wills, POA, Trusts, etc.

  Explanation of estate planning and gifting strategies

  Explanation of general taxation issues of trusts and estates: 
     – filing requirements, deadlines 

  General estate tax education and guidance

  General trust guidance – types, features and taxation

  Explanation of types and treatment of trust income:
       accounting, taxable, distributable     

  Guidance on sources of estate liquidity  

  Guidance on ownership titles and titling of assets

  Discussing impact of account and trust beneficiary designations

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


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