The attorney assisting you in your trust and estate planning will establish the best methods, techniques, and entities for controlling and optimizing transfer of wealth. Sutherland Campbell Tax & Financial Services can work with your team by recommending the funding vehicles to efficiently satisfy your planning goals.
As life circumstances change, people may find their insurance policies to be out of sync with their current situation. We can craft life insurance portfolios that dovetail with your other planning processes.
Find out more about Estate and Trust Planning services.
LPL Financial does not provide legal advice.