Estate Planning

You may have acquired a great deal of wealth during your lifetime. Now that you have acquired this wealth, you may be unsure of what to do with it. Discussing estate planning strategies can be an important tasks in your financial planning to preserve your wealth and ensure that your loved ones are taken care of. It is never too early or too late to start your estate planning and we can help you determine a comprehensive strategy for passing your assets to your family and charities.

Our services can help you communicate your estate goals and work with you to create a strategy that reflects your goals and planning needs. We work directly with estate attorneys that specialize in estate services to help bring your estate wishes into fruition. Regardless of your method or preferred strategy, we are here to help you navigate the complexities of estate planning.

LPL Financial and DNB Financial Services, Inc. do not provide legal advice. Please consult your legal advisor regarding your specific situation.