Estate Planning Strategies

There is more to estate planning than meets the eye.  What estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. By definition, estate planning is a process designed with the objective to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. 

Whether you are married or single, have children, retired or looking forward to retirement, in good health or ill, Stonebridge Financial prides itself in knowing their clients and providing the appropriate advice based on their particular situation. We will look at all of your circumstances and develop a comprehensive  strategy for you and work closely with your Estate Planning Attorney and can include your family to be sure that everything is in line with you desires and needs while you are alive and after your death according to your goals and objectives.

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