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Estate Planning

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.


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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/S IPC. Insurance products offered through LPL Financial or its licensed affiliates. Legends Bank and Legends Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured

Not Bank Guaranteed

May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, lA, IL, IN, KS, KY, MS, Ml, NC, NY, TN, TX, VA, WA, WI, WV, and WY.