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Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.

  • Legacy Planning often includes many non-monetary considerations that need to be documented or communicated to loved ones
  • Charitable Giving can provide tax benefits for you and your heirs

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.

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

Tax and legal services are not offered by LPL Financial or Bailey Wealth Services. You are under no obligation to use the services of any of the entities referred, and may choose and qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Bailey Wealth Services.

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