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Protecting Your Legacy

You spent much of your life planning for your financial security. Trust planning allows you to direct your personal and financial affairs in the event you become incapacitated or upon death. Make sure that your legacy and wishes continue. Your SDW advisor along with our strategic partners will guide you as you detail your wishes, making a plan of action. By establishing a trust, you are:

  • Providing an orderly means of administering your personal and financial affairs should you become incapacitated, or upon death
  • Ensuring that your assets are managed for the benefit of your heirs, according to your wishes
  • Managing your estate tax exposure and avoid probate costs
  • Providing for a relative or special needs child after your death
  • Protecting assets from a creditor's claims
  • Assembling a tax-advantaged charitable gift

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Tax and legal services are neither provided nor endorsed by Solomon Davis Wealth Advisors, LPL Financial or affiliated advisors.