Effective Estate and Trust Planning

Are you aware of the options available to pass on your wealth with the smallest tax liability and greatest benefit to loved ones? You may not or may have a plan which is simply outdated, has not been reviewed recently or does not take advantage of recent laws and legislation. We have experience working closely with CPAs and attorneys who are experienced professionals and qualified to draft from anything simple living trust* to complex estate and trust planning cases.

Four of the most important reasons you need an estate plan are:

• To control who manages and receives your assets at your death
• To minimize administrative expenses and legal fees
• To transfer a greater share of your assets to your heirs and favored charities/causes
• To protect your heirs by providing them with wealth management continuity throughout your lifetime and beyond

*  LPL Financial Representative offer access to Trust services through The Private Trust Company NA, an affiliate of LPL Financial