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Estate Planning

It is your legacy. Protect it. Through diligent monitoring, you can be assured your assets will be transferred effectively according to your wishes to the people and charities you care about most. Ensuring proper estate planning documents are in place, regularly reviewing legal documents and beneficiary designations, and examining tax implications for survivors are vital to establishing a plan that provides you and your loved ones with greater confidence and security.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">General principles of Estate Planning include:</span>

General principles of Estate Planning include:

  • Basic estate planning documents 
  • Strategies to avoid Probate and protect privacy
  • Strategies to transfer property 
  • Beneficiary analysis
  • Characteristics and consequences of property titling 
  • Sources for estate liquidity 

Estate planning may require legal assistance, which neither LPL Financial, nor its registered representatives, provide. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.

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