Broker Check

Trust And Estate Planning

We understand that passing on wealth to intended beneficiaries can be a complex and sensitive matter. At our firm, we work closely with our clients to develop a comprehensive estate plan that identifies the necessary steps to facilitate the effective transfer of wealth to their desired beneficiaries while minimizing unintended consequences.

Our team takes a collaborative approach to estate planning, working closely with our clients' legal advisors to ensure that their estate plan is informed and legally sound. We take the time to understand our clients' unique circumstances and financial goals, tailoring our estate planning approaches to their specific needs.

We help our clients optimize the distribution and preservation of their wealth for future generations by implementing a tailored estate plan. Our strategies include a range of strategies to mitigate tax liabilities and facilitate the smooth transfer of assets to help towards ensuring that our clients' wishes are carried out.

Our team has extensive experience in complex estate planning and can provide guidance on a broad range of issues, including gifting strategies, charitable giving, and business succession planning.

We understand that estate planning is an ongoing process that requires regular review and adjustment. Our team provides ongoing support and guidance to help our clients stay up to date with changes in the tax code and other relevant regulations.

At our firm, we are committed to helping our clients protect their wealth and provide for their loved ones. We take a proactive approach to estate planning, working closely with our clients to identify potential issues and develop effective solutions.

In conclusion, passing on wealth to intended beneficiaries can be a complex and sensitive matter. Our team works closely with our clients to develop a comprehensive estate plan that identifies the necessary steps to facilitate the effective transfer of wealth while minimizing unintended consequences. We provide tailored estate planning strategies to help our clients maximize the distribution and preservation of their wealth for future generations. Contact us today to learn more about how we can help you achieve your estate planning objectives.

Zion Capital and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

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