Estate Planning & Wealth Transfer


Estate Planning and Wealth Transfer

Planning for the future includes planning for how your wealth will be distributed to loved ones and causes that are important to you. We can help you efficiently transfer the wealth you’ve worked so hard to acquire, manage the tax implications, and maximize the benefits for the recipients of your generosity.

Our skilled professionals understand how to simplify the complex process of wealth transfer and can provide guidance that includes:

  • Estate-planning document review
  • Wealth-transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable giving strategies

LPL Financial does not offer tax or legal advice or services. Please consult a tax or legal professional to discuss these matters.

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