We will work with your attorney or we can refer one to you to set up your will and determine the best way to distribute your assets and make adequate provisions for your estate. We have experience working with a variety of large and small estate accounts. We can figure out the best way to take care of your finances when you have passed.
We will help ensure that all of your financial obligations are met and your family is taken care of. By working with your attorney of choice, together we can help minimize taxes on your estate and we can ensure all of your assets are allocated according to your wishes.
Wealth Builder and LPL Financial do not provide tax or legal advise. Registered Representatives 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.