Estate Planning

Leave a legacy for your loved ones

LEAVE YOUR FAMILY A LEGACY

Many retirees say that one of the most rewarding parts of the next phase is arranging their estate to leave to their loved ones. There are many different options to how and when your loved ones can benefit from what you leave behind – working with an experienced professional can help take some of that burden from your shoulders.

TRUSTS, WILLS, AND MORE

There are numerous options when arranging your estate, and simply trying to understand them can add stress to your retirement years. From trusts, to wills, to non-probate assets, etc. Doing research on these options yourself can take time away from what you want to give and how to maximize what you’re able to give. No matter where you are located nationally, our team will listen to your wants and needs, help you identify the options that would work best for you and your family, and help you work toward making those plans a reality.

BroadFront Capital Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

TRUSTS, WILLS, AND MORE

There are numerous options when arranging your estate, and simply trying to understand them can add stress to your retirement years. From trusts, to wills, to non-probate assets, etc. Doing research on these options yourself can take time away from what you want to give and how to maximize what you’re able to give. No matter where you are located nationally, our team will listen to your wants and needs, help you identify the options that would work best for you and your family, and help you work toward making those plans a reality.

BroadFront Capital Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

CREATE GENERATIONAL WEALTH

Leaving a legacy can mean more than a one-off gift to your family – options exist that allow you to arrange your estate based on different timelines and options for withdrawing funds. Accepting an estate that’s been passed down to you can also be equally as complex. Our estate planning team serves families nationwide and is focused on empowering you to make the most of your generational wealth.

Our ongoing collaborative process is tailored to you.

Understand + Connect + Partner

First, we work to understand your current situation and your ideal destination.

Then, we connect your goals with the right investment strategy to help you achieve them faster.

First, we work to understand your current situation and your ideal destination.

WHY BROADFRONT CAPITAL?

Founded during the pandemic, BroadfFront strives to serve high-networth inviduals by marrying experienced professionalism with personalized, concierge-level service.

With over 100 years of combined experience coming from large banks, our team’s strength lies in our commitment to practiced discipline and innovation. This balance of measured methodologies and forward-thinking insights offers clients a carefully crafted approach for capturing opportunities that address their specific situations.

Learn more