Estate Planning

Will

The first part of this process is to create or update your will. This legal document details your wishes, including identifying an estate administrator, a caregiver for your minor children, and distribution of your property. Working with a legal team of your choice, our goal is to assist with identifying your individual estate planning needs.

Life Insurance

Destined as a beneficiary at your death, a life insurance policy can help your loved ones pay off debt, cover expenses, and enjoy an extra layer of financial confidence. We will review your current policy (or help you secure a new one) seeking to ensure it meets your needs.

Trust

Designed to hold your assets for the benefit of your designated recipients such as your children or spouse, a trust aims to help protect your assets after you’re gone. Trusts are created by attorneys, either yours, one we can recommend Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Gifts

Why wait to transfer your assets until after your death? Your estate plan can specify any gifts you distribute during your life to family, friends, or charitable organizations.

Taxes

Taxes can hit assets hard, but through careful planning and preparation, we seek to mitigate their impact. We work with tax experts and use the latest tools to help you keep more of what you’ve earned.

Fellows & Blake and LPL Financial do not provide tax or legal advice or services.