Estate & Legacy Planning

SFP works to provide clients the ability to pass on their legacy as they see fit. Understanding this process helps them create their own estate plan.

Simple Wills
Credit Shelter Trust
Charitable Giving
Lifetime Gifting
Guardianship/Trustee Review
Family Foundation Development
Estate Tax Planning

Strategic Financial Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation