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Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming.

Guidance from a competent, experienced advisor 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 designed to reduce estate taxes while meeting 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 conduct a full assessment of short- and long-term tax and estate planning implications to help you work towards your specific objectives.

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 referrals to professional advisors adept at the intricacies of estate and tax planning.¹ Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.

1  Neither LPL Financial nor any of its representatives render tax or legal advice. Outside providers o professional services are neither affiliated with nor endorsed by Fulcrum Financial Group or LPL Financial.