Estate Planning Resources

Estate Planning Resources^{You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide legal services or any of the services described below. These entities and their services are not affiliated with LPL Financial or Livingston Financial Group.}

Rob Owings

443.977.8640
info@RobOwingsLaw.com
Finksburg, MD

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Eugene Sim

703.896.7686
office@simlegal.com
Fairfax, VA

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Yaida Ford

202.792.4946
yford@fordlawpros.com
Washington D.C.

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Ian Giovinco

813.505.5477
Ian@giovincolaw.com
Tampa, FL

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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Recommended Resources

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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