Getting Started with Estate Planning
Investing, saving, budgeting and creating a financial plan are all valuable parts of finance. However, estate planning is equally important. Whether you have a will, trust, or perhaps are wondering whether it makes sense for you to get one, we can work along with your estate planning attorney to help.
It’s easy to get lost in the woods. We’re here to help!
For those who have existing planning in place, it is important to ensure that all the assets are titled properly. If you need help titling your assets, aren’t sure if your trust has been funded properly or need a referral to an estate planning attorney contact us, we are happy to help.
Lifestyle Financial Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Lifestyle Financial works closely with Copenbarger & Copenbarger for Estate Planning needs.
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