Tax and Estate Planning

Tax codes are complicated and confusing—and if you’re not careful, they can become roadblocks to your financial well being. We will help you navigate through the maze to help you preserve and eventually transfer your wealth.

We offer:

  • Tax reduction planning
  • Tax loss harvesting
  • Tax advantaged investing
  • Estate planning
  • Estate tax planning
  • Trust services
  • Life settlement
  • Disability protection
  • Wealth transfer strategies
  • Charitable giving
  • Medicaid planning

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.