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.
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

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More

Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Learn More