Generation to Generation
Imagine working a life time to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate?
The overall purpose of estate planning is to develop a plan that will enhance and maintain the financial security of you and your family. This includes financial planning, which may lead to increase your wealth, conservation of those assets, as well as passing them to the next generation. Estate planning should provide financial security during retirement years and facilitate the intended and orderly distribution of property at death. This can be done with proper usage of wills, trusts and insurance.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Recent Posts
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
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