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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

Rob Owings

443.977.8640
info@RobOwingsLaw.com
Finksburg, MD

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Eugene Sim

Eugene Sim

703.896.7686
office@simlegal.com
Fairfax, VA

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Yaida Ford

Yaida Ford

202.792.4946
yford@fordlawpros.com
Washington D.C.

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Ian Giovinco

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

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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