wills and estate
Do you want a judge deciding who gets the quilt your grandmother made for you or your prized Harley Davidson? Without a will, that’s exactly what will happen. Do you want the IRS to collect a money from your assets because you didn’t take the time to plan? Take the time to put in place a plan so your loved ones are not left trying to figure it out for you.
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LPL Financial and Holistic Wealth Advisors do not provide tax or legal advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.