Planning your legacy involves far more than financial considerations. Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
Charitable Giving is one aspect of legacy planning that many individuals and families embrace. It can also provide tax benefits for you and your heirs. We conduct a full assessment of short- and long-term tax and estate planning implications to help you work towards your specific objectives.
* LPL Financial does not provided tax advice or legal services. Please see your professional tax advisor regarding your specific situation.