Estate & Asset Protection Strategies

Sound estate planning aims to achieve two goals:  sustainable cash flow while you're alive and estate maximization for your family and any charities after your death. Estate taxes can significantly diminish the wealth you have accumulated unless you employ proper planning. A well designed estate plan can conserve assets during your life, minimize death taxes and estate settlement costs, deliver an orderly distribution of assets, and prepare survivors to manage wealth. To fully leverage opportunities and develop strategies to pursue your preservation and distribution objectives, we consider:

  • General estate planning and gifting strategies
  • General estate tax planning and education of trusts and estates - filing requirements, deadlines, etc.
  • General trust planning and education - types, features and taxation
  • Explanation of estate planning structures/documents - wills, POA, Trusts, etc.
  • Explanation of types and treatment of trust income - accounting, taxable, distributable
  • Sources of estate liquidity planning
  • Ownership titles and titling of assets planning
  • Discussing impact of account and trust beneficiary designations
  • Asset protection strategies
  • Estate tax reduction techniques
  • Family gifting strategies
  • Charitable planning

We help you design flexible strategies and will adjust them to minimize the impact of possible future changes should they occur.

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



MDB Wealth Group, Inc. and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.