Broker Check

Transition Wealth to Heirs

Seek wise counsel

Finalize/modify estate plan

  • Will, power of attorneys, living will, stretch IRA

Develop estate tax strategy

Document all financial information & its location

  • Insurance policies, investments, bank accounts, military records

HG Tailored Financial Servcies and LPL do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.