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To put it simply, estate planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions). Estate planning can be complicated, so it's best to consult wirh a financial advisor and a lawyer when drawing up your estate plan.
It's important to have a basic estate plan in place regardless of your net worth. Although it may seem like a morbid chore, estate planning offers several benefits:
An estate plan can include several elements; for example:
For some people, a trust may also make sense.
Target Retriement Services and LPL Financial do not provide legal advice and services. Please consult your legal advisor regarding your specific situation.
LPL Financial Represntatives offer access to Trust Services through The Provate Trust Company N.A., an affliate of LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, MI, MN, MO, OH, OR, TX, VA CO, ID, MD, IN, WI and UT.
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