Estate planning is the advisory and planning while one is alive in order to ensure the proper distribution and quality of their total assets. Here at Integrity Wealth Management we specialize in creating smart and adaptive estate plans that can be customized to fit your individual needs. Integrity Wealth Management will work directly with your attorney to ensure a plan in your best interests. We have consistently been able to help our clients plan for their families and loved ones futures, and we are confident we can put one together for you too! 

Estate Planning in a whole: 

Will 

• Your personal testament to your desired allocation of your assets after your death. '
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Point of Attorney 

• A legal and signed document that gives one person the power to act for someone else in their best interests. 
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Living Will 

• A written statement expressing the desires of an individual in their medical treatment, for circumstances where they can no longer express informed consent.  
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Trusts 

• A fiduciary relationship where one party gives another party the right to hold a title for assets. Intended to manage or control spending and investments to ensure protection of beneficiaries from poor allocation. 
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Want to plan your estate? Contact us today!

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Integrity Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.