Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
 

Meet the Investment Services Team

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Todd Jones
Sr. LPL Financial Consultant
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Cindy Widener
LPL Registered Assistant
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Cindy Widener
LPL Registered Assistant