Estate planning allows you to have a say in what happens to your assets and how they are distributed after you’re gone.
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.
We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
Trust services are available through The Private Trust Company, N.A., (PTC) an affiliate of LPL Financial.
Together with The Private Trust Company we can assist you with these and other needs:
*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Tax and legal services are not offered by LPL Financial or Price Financial Group.
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