Estate Planning
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from an experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.
We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Whether you use a trust or another method for pursuing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.
R.B. Smith Co Inc. and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.