Estate and Charitable Planning
At PSC Financial, we understand that you have worked a lifetime to build the financial security you enjoy today. Yet, preserving wealth from one generation to the next can be complex and time-consuming. Guidance from competent, experienced advisors can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes. We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
We begin the process by meeting with you to understand your situation and goals. Our strict adherence to protecting your privacy and confidentiality puts you at ease and enables you to freely articulate your objectives in regard to your legacy and the transition of your assets. This also enables us to gain a solid understanding of your family dynamics so we can develop strategies that are a true reflection of your unique goals and objectives.
We will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning.
Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape. We can assist you with these and other estate planning strategies:
Learn more about insurance as an estate planning tool: Insurance Planning
*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Tax and legal services are not offered by LPL Financial or PSC Financial, LLC.
We begin the process by meeting with you to understand your situation and goals. Our strict adherence to protecting your privacy and confidentiality puts you at ease and enables you to freely articulate your objectives in regard to your legacy and the transition of your assets. This also enables us to gain a solid understanding of your family dynamics so we can develop strategies that are a true reflection of your unique goals and objectives.
- Legacy Planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
- Advanced Estate Tax Planning requires and in-depth working knowledge of sophisticated tax planning strategies. The principals of our firm have worked with high-net-worth clients for more than two decades to coordinate strategies that seek to reduce the amount of estate taxes client pay.
- Philanthropic Planning can provide tax benefits for you and your heirs. PSC Financial has the expertise to help you understand the many options and tools available so you can make meaningful gifts to charity.
We will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to our own team of outside professional advisors adept at the intricacies of estate and tax planning.
Whether you use a trust* or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape. We can assist you with these and other estate planning strategies:
- Qualified Personal Residence Trust (QRPT)
- Grantor Retained Annuity Trust (GRAT)
- Family Limited Partnership (FLP)
- Private Annuity
- Charitable Remainder UniTrust (CRUT)
- Charitable Lead Annuity Trust (CLAT)
- Private Foundation
Learn more about insurance as an estate planning tool: Insurance Planning
*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Tax and legal services are not offered by LPL Financial or PSC Financial, LLC.