Protecting your legacy

When you spend a lifetime accumulating assets, you want to make it easy to pass them along to your family and beneficiaries in the most tax-efficient manner.

We can help you develop strategies to reduce estate and gift taxes, while paying for the taxes that remain.

If trusts are part of the answer, we offer a variety of options, including:

  • Charitable remainder trusts
  • Credit shelter trusts
  • Living trusts

Perhaps you have other philanthropic ideas in mind. If so, we’ll help bring them into focus.


LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.