Trust and Estate Planning.
Get professional help.
There are many ways to try and prepare an estate for your heirs. The rules for trust and estate issues are different in each state. This is an area we highly recommend getting professional help from an attorney that is a specialist in this area . Having the proper documentation and process is critical. We have existing professional relationships with attorneys that can assist you in solving these issues. Divorce, marriage, separate marriages, children, children from second marriages, business ownership, estate taxes, real estate ownership and many other areas in your life that may need special attention from a professional estate or trust attorney. Having an adviser that is familiar with your situation can help you communicate information with your estate or trust planner so they are better equipped to handle your needs. With proper information sharing agreements we can help communicate asset totals and allow the estate planner access to your financial plan to look at plan projections to identify potential future issues.
Avery Hudson Wealth Management and LPL Financial do not offer legal advice.
Avery Hudson Wealth Management and LPL Financial do not offer legal advice.