Legends Financial Services can help you develop tax-advantaged strategies to work toward protecting your assets and preserving your wealth for future generations. Our estate planning professionals understand the sensitive issues involved with large estates that have considerable assets. We can offer complete estate planning services, including establishing trusts, managing real estate, settling loans and other business agreements and much more. Our experienced staff can create a comprehensive plan for even the most complicated estates.
LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.
|Not FDIC Insured||
Not Bank Guaranteed
|May Lose Value|
|Not Insured by any Federal Government Agency||Not a Bank Deposit|