It’s important to develop a plan for managing a client’s total wealth and distributing their estate on their terms.
Estate planning aims to provide a process for disposing of property upon death in a way that recognizes our clients’ wishes and the needs of their survivors, all while minimizing taxes. For many, it involves planning for the handling of affairs in case of disability, and the deeply personal medical choices to be made as life nears its end.
Trusts can play an important role in providing order to their financial affairs, assisting with tax planning, simplifying estate settlement, and providing guidance for their family and heirs. We can review financial accounts, discuss the ultimate goals for the disposition of assets, and then guide our clients through the estate planning process.
*Tax and legal services are not offered by LPL Financial or affiliated advisors. LPL Financial Representatives offer access to Trust Services through The private Trust Company N.A., an affiliate of LPL Financial.