Estate planning is about more than just carrying out your will. Estate planning protects your legacy, values, and most importantly, your loved ones. Our LPL Financial Advisors at Hazelcreek Wealth will work with you to create a plan to ensure your wishes are handled with the thought and care they deserve and coordinate the work of other professionals who my be involved, such as attorneys and CPAs. You worked hard for what you have, and your assets should be distributed the way you want.
You might have a will, but do you have a plan?
If you don’t have a plan, the state you live in has one for you. We believe you should take control over how your assets are distributed. Provide support to your family and the causes you believe in by setting up a trust including charitable gifting. Our goal is to prepare a plan that gives you and your loved one’s peace of mind.
Start Estate Planning Today
It is never too early to start planning. Contact our team of LPL Financial Advisors today to get one step closer to financial peace.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.