Broker Check

Estate Planning

Even among our most affluent clients it’s not unusual to find investors who assume that having estate planning documents in place is all that is needed to cover their estate planning needs. But there’s far more to estate planning than drawing up will and trust documents with an attorney. This is where our firm can add significant value in helping clients articulate their legacies, coordinate estate planning goals with other advisors including CPAs and attorneys, and develop a viable plan for pursuing their goals.

Yet estate planning may be one of the most complex and difficult areas of planning ever engaged in with a client. At LPL Financial we can fulfill both of those goals with dedicated estate planning services, knowledgeable service teams and other resources designed to make it possible to address our client’s estate planning needs.

LPL Financial offers a broad array of estate planning techniques including:

Wills and Revocable Trusts

  • Irrevocable Life Insurance Trusts
  • Options Strategies / NUA
  • Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts (GRATS)
  • Charitable Planning Arrangements
  • Intentionally Defective Trusts & other Estate Freeze Techniques
  • Family Limited Partnerships
  • Lifetime Gifting arrangements

LPL Financial offers dedicated specialists for the following areas:

  • Financial Planning (CFP’s with estate planning knowledge)
  • Advisory Consulting (dedicated large account professionals)
  • Private Trust Company (trust and competition professionals)
  • Insurance (large case underwriting professionals)
  • High Net Worth (concierge and private client briefings)
  • Cash Management (movement and maintenance of large deposits at LPL Financial)