Estate Planning

family-estate-planning

Take Action to Protect your Assets

Rising affluence and an aging population are expected to trigger a vast transfer of wealth over the next 30 years. With so much wealth changing hands, the need for estate planning is bound to increase among those who pass on assets.

A variety of legal documents and tools can help ensure that your assets are distributed according to your wishes. We are experienced in working with your attorney and accountant in putting together an estate plan that will meet your needs. In addition to ensuring that your assets are passed on to those you intend, reducing taxes is a major purpose of estate planning. All of the reasons and more requires planning vigilance. 

We look forward to helping you work toward reaching your financial goals.

 

Contact us to begin working with one of our LPL financial advisors.


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured No Bank Guarantee May Lose Value
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, SC, UT, VA.

Tioga State Bank and Tioga State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.