Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming.

Guidance from an experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while addressing specific legacy and charitable giving goals.

• Legacy Planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
• Charitable Giving can provide tax benefits for you and your heirs.

We conduct a full assessment of short- and long-term tax and estate planning implications to help you pursue your specific objectives.

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide you with referrals to the external advisors we have worked with who are adept at the intricacies of estate and tax planning.¹ Whether you use a trust or another method for managing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate landscape.

¹Neither LPL Financial nor any of its representatives render tax or legal advice. Outside providers of professional services are neither affiliated with nor endorsed by Leveroni Financial Management or LPL Financial. 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.