Estate Planning & Charitable Giving

Estate Planning and 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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