People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, things may not go as smoothly as intended.

A well thought out estate plan can eliminate many of these problems. Some of the things we can do to help are:

  • Coordinate with your attorney to help you put together an effective will and/or trust.

  • Help you maximize your estate for transfer by minimizing taxes and expenses.

  • Leave a charitable legacy with a gift of assets or a trust.

  • Help facilitate the timely distribution of assets to your heirs.

  • Manage investment assets held in trust for you and for your heirs.

Securities offered through LPL Financial, Member FINRA/SIPC.Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Type A Financial, a registered investment advisor. Financial Advocates Investment Management, Type A Financial and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/ or transact securities business with residents of the following states: CA, FL, OR, UT, WA. 

Society of Financial Awareness is unaffiliated with LPL Financial.

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