Financial Planning Services | Wealth Management

Estate & Legacy Planning

Plan Your Legacy with Confidence

Taking steps to ensure your assets are handled according to your wishes is a vital part of long-term financial planning. Without a plan, your wealth may be distributed through default legal processes that may not reflect your intentions. Estate planning goes beyond asset distribution. It’s about preserving your legacy, protecting your loved ones, and creating clarity and confidence for the future.

Estate planning includes a wide range of strategies, such as:

Wealth preservation
Asset management
Charitable giving
Tax planning to reduce burdens on heirs
Insurance considerations
And more

It’s never too early to start thinking about the legacy you want to leave behind. Partner with our team to build and preserve the financial legacy you envision.

LPL Financial does not provide legal advice or services.

Is Your Estate Plan Complete?

Use our Estate Planning Vulnerabilities Checklist to help you uncover common vulnerabilities within your estate plan today.

Download Now

Building Legacy Bridges Webinar Series

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Part 1

A foundational conversation that explains why legacy and end‑of‑life planning matters, and how starting now can spare your family confusion, stress, and conflict later.

Watch the Recording

Part 2

Learn how to begin essential healthcare and family conversations, organize critical documents, and create a clear communication plan your loved ones can rely on.

Join us on May 13

Part 3

A practical guide to what families face after a loss, covering key legal and financial steps and how preparation today can make a difficult transition easier.

Join us on October 7

Estate Planning Components

Wealth Preservation

Preserving your wealth is about conserving what you’ve built. We help you implement strategies designed to minimize loss and maintain the value of your assets, so they’re available when your family needs them most.

Asset Management

Your estate plan starts with understanding what you own and how it’s managed. We organize and oversee your assets with care, seeking to align them with your long-term goals and ensure a smooth transition for future generations.

Charitable Giving

Giving back can be a powerful part of your legacy. We help you structure charitable contributions in a way that reflects your values while potentially reducing your estate’s tax exposure.

Tax Planning to Reduce Burdens on Heirs

Estate taxes can significantly impact what your loved ones receive. We develop strategies aimed at minimizing those burdens, helping to preserve more of your wealth for the people and causes you care about.

Insurance Considerations

Insurance plays a key role in estate planning by providing liquidity, covering liabilities, and preserving your family’s financial future. We help you evaluate coverage options that support your overall legacy goals.

Estate Planning in Practice: Real‑World Lessons

These examples illustrate how proactive planning can create clarity, reduce risk, and align wealth with long‑term intentions.

A Purpose‑Driven Estate Planning Strategy

This advisor‑led case study highlights how thoughtful, ongoing estate and tax planning helped a retired executive align charitable giving, retirement income, and multigenerational goals, while reducing tax exposure and preserving long‑term flexibility. It’s a powerful example of how planning, not just investments, drives meaningful outcomes.

When Estate Plans Aren’t Updated: The High Cost of Ambiguity

A widely known estate dispute demonstrates how failing to update planning documents after major life events, such as marriage, can lead to decades of litigation, family conflict, and unintended outcomes. This case underscores why clarity and timely updates are essential components of any effective estate plan.

"Chris is always available to answer questions or give sound advice on my finances. I value his opinions and look forward to working with him today and the future."

- Doug, Full Sail Client

This statement is a testimonial by a client of the financial professional as of 07/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Secure your legacy with confidence.

It’s never too early to start thinking about the legacy you want to leave behind. Partner with our team to build and protect the financial legacy you envision.

CReate Your estate plan