Preserving wealth and leaving a legacy to family and heirs in a tax-efficient manner can be complicated and confusing. If an estate plan isn’t in place, one’s wishes may not be carried out, as the estate will be transferred to the state to handle according to probate laws. We seek to demystify the common misconceptions of estate planning and assist clients in articulating their estate planning needs.
Petrochem Retirement Advisors and LPL does not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation.