Estate & Legacy Planning

Leave a legacy that lasts.

Part of preserving your legacy and estate is ensuring that it is passed on how and to whom you wish after you’re gone. Our team of wealth management services professionals will discuss everything from gifting strategies and asset distribution to tax implications and trust analysis.

Check the background of wealth management professionals associated with this site on FINRA’s BrokerCheck.

Benefits of Estate & Legacy Planning

  • Estate planning document(s) review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable trust strategies
  • Private foundations
  • Trust management services

Wealth Management Planning

Get the strategy, action, and management your long-term financial goals deserve.

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Business Financial Planning

Let our team help you make the most of the business you’ve worked so hard to build.

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Insurance Planning

Enjoy a customized suite of insurance solutions that match your needs.

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Comprehensive Financial Planning

Enjoy more confidence and less stress with a turnkey solution for financial services.

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Retirement Planning

Share your idea of retirement with our team and we will help you pursue it.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Highland Trust Partners and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IFG Advisory, LLC, a registered investment advisor and separate entity from LPL Financial. Highland Trust Partners and Pinnacle Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Highland Trust Partners, and may also be employees of Pinnacle Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pinnacle Bank or Highland Trust Partners. Securities and insurance offered through LPL or its affiliates are:

  • Not insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value