How you choose to allocate your assets is a personal decision, but at Phillips Financial we can help you determine which strategies are advantageous for you and your heirs. Your estate plan may include:
Phillips Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation
Phillips Financial can help you leave behind the legacy you desire while seeking to minimize your heirs' tax burdens. Contact us today to set up an appointment with a financial professional.