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Estate Planning & Charitable Giving
Estate Planning & Charitable Giving
Everyone has their own reason for leaving a legacy to family or gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Whatever your motive, we can help you understand your options for your contributions.
- Wills – Review Beneficiaries
- Power of Attorney – Review for accuracy
- Living Will
- Health Care Proxy
- Trusts
- Irrevocable Life Insurance Trusts
- Estate Taxes – Review methods to reduce them
- Guardians for Minor Children
- Charitable Giving & Trusts
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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Highpoint Planning Partners
Corporate Office2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 716-3600
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ResoursesSecurities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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