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Estate Planning

Leave a legacy for your loved ones

Leave Your Family a Legacy

HELPING YOU NAVIGATE ESTATE PLANNING OPTIONS

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.

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Trusts, Wills, and More

There are various options for arranging your estate, and simply trying to understand them can add stress to your retirement years. From trusts, to wills, to non-probate assets, researching all of the options can take time away from deciding what you want to give and working to maximize it.

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. Our estate planning team serves families nationwide and is focused on empowering you to impact your family for years to come.