LEGACY planning
Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, avoiding probate, while providing for your family and leaving a legacy for the future. We offer the following estate planning services:
REDUCE TAXES
Retitle assets to reduce or eliminate estate taxes.
AVOID PROBATE
Retitle assets to avoid probate.
PLANNING REVIEW
Bi-annual estate planning reviews.
The Yanker Group and LPL Financial do not provide legal advice or services.