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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Downers Grove, IL 60515
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HPAG ADV 2A 03-2023

Form CRS 2022

HPAG ADV 2A Wrap Brochure 03-2023

Securities 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.

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