Trust & Estate Planning
Your legacy, thoughtfully planned and preserved
Building an estate is one thing. Protecting it so it can meet your needs and be passed onto your heirs is quite another. Your Investment Strategist advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.
Ready to talk to us about managing your trust or estate?
Call us at 309.685.9595 to discuss your needs and plans for your future.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Better Banks and Investment Strategists at Better Banks are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists at Better Banks, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Better Banks or Investment Strategists at Better Banks. Securities and insurance offered through LPL or its affiliates are:
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