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Estate Planning Customized to Your Goals and Wishes

Client Centered

At Russell Wealth Management we understand that every family has different estate planning goals and needs. Our dedicated team of professionals specialize in developing financial legacies that last. We assist each client by customizing an estate investment plan unique for all financial situations. Having a plan in place that addresses all aspects of estate and end of life planning can provide confidence and makes things easier and clear for your loved ones when you're gone.

Trusts and estates require thoughtful planning and preparation with a qualified advisor. Have you considered these questions?

  • Where are all your accounts, account numbers, and information stored?
  • Who do you trust to be the Executor?
  • Are any of your beneficiaries minors? If so, would you like to layout specific requirements for disbursements?
  • Do you want to give someone Power of Attorney for Finances and health decisions in the event you become incapacitated?
  • Are there any charities or organizations you would like to support?

Trusts are beneficial in that they generally carry the greatest level of protection from those who would seek to have some sort of claim on the funds you leave behind. They can also be structured as revocable, meaning that you can make changes at any time, until you have passed. If you would like to learn more about trusts and estate planning strategies, call the team at Russell Wealth Management today!

Russell Wealth Management and LPL Financial do not provide legal advice or services.

Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.