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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