Estate Planning
An estate plan is a set of legal documents and strategies that outline how your assets, property, and personal wishes will be managed and distributed after your death or in the event you become incapacitated. It helps ensure that your loved ones are taken care of, your financial affairs are handled according to your preferences, and potential legal or tax burdens are minimized.
Your estate consists of everything you own: your car, home, real estate, checking/savings accounts, investments, life insurance, furniture, and personal possessions. Estate planning can be a complicated, but crucial part of a comprehensive financial plan and is most often done with guidance from an attorney.
Take the Next Step
Schedule a complimentary no obligation meeting with the LPL Financial Advisor to learn more about estate planning.
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