Trust Planning

Control the distribution of your estate through a living trust. Certain trust structures allow for reduced applicable taxes and fees at your time of death.

A trust is a legal arrangement under which one person, the trustee, controls property given by another person, the trustor, for the benefit of a third person, the beneficiary. When you establish a revocable living trust, you are allowed to act as the trustor, the trustee, and the beneficiary of that trust.

Protect the legacy you leave behind for your family. Contact us directly for personal advice on protecting your heirs.

The information provided here is to assist you in planning for your future. Proper tax and legal advice should always be obtained.

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