No matter your age or net worth, you need an estate plan to protect yourself, your loved ones, and your assets. We will conduct a review of your current financial situation and devise a plan that strives to ensure that your assets are distributed to your beneficiaries as you intended, in a tax- and cost-efficient manner. By starting now, we can help determine the most appropriate use of trusts, gifting programs, and other strategies to help protect your assets for future generations.
Coburn Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.