Estate Planning

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Directing Your Wealth With the Future in Mind

An unexpected life event can cause tremendous financial losses that leave those you love without necessary resources. Estate planning is a wealth preservation strategy that gives your beneficiaries access to assets and benefits to protect them for years to come. It is also a meaningful way to address charitable giving when you wish to leave valued organizations a portion of or the entirety of your wealth.

Trust and Will Planning

Trusts and wills are common ways to approach wealth transfers in estate planning. A trust is a fiduciary vehicle that ensures specified assets go to your beneficiaries by way of a trustee managing the fund. It is designed to maximize benefits and prevent unnecessary financial losses.

A will is a written legal document detailing how your assets are distributed after your death. A financial advisor can assist you with asset planning designations and financial protection tools to make sure your objectives are met.

Charitable Giving

There are a variety of ways to approach charitable giving through estate planning. These are options to consider:

Give money to charity through your will
Gift property
Gift stocks or other assets
Designate a rollover amount from your IRA
Create a trust for charitable giving
Establish a foundation

Aside from being a vital community resource, charitable giving provides essential tax benefits that help grow wealth.

Premier Wealth Planning advisors are experienced in trust and fiduciary services and charitable giving for estate planning. Contact us to learn more about a comprehensive estate plan to manage and preserve your wealth.

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

Premier Wealth Planning and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

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