Helping a client to pass on his or her wealth is another critical aspect of financial planning. We can provide guidance regarding estate planning issues such as wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and more. We also help clients to avoid costly mistakes regarding account titling issues and beneficiary designation language.
When was the last time you reviewed your beneficiary designations? If the answer is more than 5 years ago, we should discuss any changes in your life that might affect these designations. Do your beneficiaries know where to find your will? If not, this could make it much harder to leave your legacy after you’re gone.
Baby Boomer’s Guide to Estate Planning
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LPL Financial does not provide tax advice. Registered representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.