estate planning
from Legacy
LPM specialists can help create and manage your estate plan for tax benefitsThe basic purpose of Estate Planning is to determine the most sensible, practical, and economical arrangement for satisfying the client's objectives and plans for family and charitable beneficiaries, while creating a tax savings whenever possible. It may involve a revised will or suggestions for realignment of insurance policies and their settlement provisions. It may result in the establishment of trusts, a program of gifts or philanthropy or a change in the way jointly-owned assets are held. A client's business interests may also require special attention. Planning for the use or distribution of unusual assets such as death benefits under pension, Individual Retirement Accounts, and profit sharing plans requires expert advice. LPM provides this assistance in cooperation with the client's lawyer, accountant, and other technical advisors. In this process, our client may ask LPM to assume roles such as corporate executor, trustee, or investment manager; in general we become an advocate and financial advisor for the client and his or her family and perhaps also for their business and philanthropic program.
Contact LPM today for more information on Estate Planning. Investment and Insurance products not a deposit. Not FDIC or DIF insured. Not insured by any federal governmental agency. No bank guarantee. May lose value.
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