Estate Planning

Regardless of your net worth, estate planning is critical to creating a legacy consistent with your values and wishes. In conjunction with your attorney, Lumen helps to create estate planning strategies to effectively implement your wealth transfer goals while helping reduce the tax burden on those inheriting your assets.

For those who have completed the estate planning process, it’s important that wills and other documents be reviewed and updated when major life events occur and at regular intervals. Our team will help you create and modify estate planning strategies that turn your values into concrete impacts.

*Lumen Financial Planning and Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.