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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.

Estate & Legacy Planning

  • 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