What is your legacy? Our legacy planning services are integrated into our wealth management process, but can stand alone. We help you think about your legacy. This can include:
- Creating your legacy video, which communicates important life experiences, lessons, insights and emphasizes your values.
- Reviewing your estate-planning documents or partnering with you to bring your estate-plans in line with your wishes.
- Developing a relationship with our corporate trustee as appropriate to help you facilitate your legacy plans. Trust services are offered through the Prviate Trust Co. NA, a wholly owned business of LPL Financial and is available in all fifty states.