Estate Planning

Estate Planning

  • Gifting & Wealth Transfer Strategies
  • Credit Shelter Trust*
  • Beneficiary Designation
  • Irrevocable Life Insurance Trust*
  • Transfer on Death (TOD)
  • Dynasty Trust*
  • Revocable Living Trust*
  • Special Needs Trust*
  • Charitable Trust*
  • Testamentary Trust*
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
estate-planning