Estate Planning Strategies
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from competent, experienced advisors can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.
We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
- Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
- Charitable Giving can provide tax benefits for you and your heirs.
We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.
Trust Services
Trust services are available through The Private Trust Company, N.A., (PTC) an affiliate of LPL Financial. The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial advisors. This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services.
PTC serves in an administrative corporate trustee role, providing all record keeping, accounting and tax preparation; also, PTC ensures that trusts are managed and distributions occur according to the terms of the trust document. Licensed in all 50 states under its 1995 national banking charter, the bank does not engage in any lending or deposit taking, therefore specializing solely in providing fiduciary services.
Together with The Private Trust Company we can assist you with these and other needs:
- Revocable Living Trusts
- Charitable Lead Trusts
- Family Office Group Relationships
- Irrevocable Trusts
- Special Needs Trusts
- Custodial Relationships
- Charitable Remainder Trusts
- Private Foundations Guardianship
- Agency Relationships
LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
You are under no obligation to use any professional referrals provided to you.
Tax and legal services are not offered by LPL Financial or The Point Financial Group.