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Estate Planning

Estate Planning 

Estate planning seems like a huge undertaking, but it's quite manageable if you seek the help of a professional who has experience in the area. When Insight Financial Solutions provides estate planning strategies, we first talk about existing plans, desires for how you want your assets distributed, and any other concerns you may have about putting your estate in order. Then, we work through your financial situation to estimate what your estate will be worth and what may be owed in taxes and probate fees. Finally, we discuss specifics about how you want your estate distributed and ways to ensure the least amount of estate tax possible.

Insight Financial Solutions can assist with:

  • Estate Conservation
  • Charitable Giving
  • Life Insurance Trusts
  • Wealth Transfer

LPL Financial representatives do not offer specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.