Preparation to pass assets to the family can be a stressful time in one’s life. Highland Trust Partners works with you to design the plan you would like to see implemented and put action steps in place.
Areas we discuss include:
- Trust Analysis
- Asset Distribution Review
- Gifting Strategies
- Tax Review
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Integrated Financial Group, a registered investment advisor. Integrated Financial Group and Highland Trust Partners are separate entities from LPL Financial.
Not FDIC insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit