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 You may not or may have a plan which is simply outdated, has not been reviewed recently or does not take advantage of recent laws and legislation.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:
* LPL Financial Representative offer access to Trust services through The Private Trust Company NA, an affiliate of LPL Financial