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Estate Planning

Estate planning is crucial for ensuring that your assets and affairs are handled according to your wishes in the event of incapacitation or death. It involves creating a comprehensive plan, including a will, trusts, power of attorney, and healthcare directives. This enables you to designate how your assets will be distributed and who will make decisions on your behalf, while also providing for your loved ones. Proper estate planning can help minimize taxes, avoid probate, and provide confidence for you and your family.

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Calculators

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

1. LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.

2. Specific individualized legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

3. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
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