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
