Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:
Will and trust design strategies
Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
Estate tax reduction techniques
Qualified plan distribution alternatives
Employee stock option optimization
Basic Estate Planning: Tips for Getting Started
A solid estate plan can help you attain your estate planning goals and objectives. Start building your estate plan here.
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.
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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.