Estate Planning
The Greensage Group assists you in planning not only for your future but in leaving a legacy for your family, friends, and charities.
What's Your Legacy?
Your legacy is much more than your assets. It’s your personal values, your memories and what you hold to be dear to your heart. Your estate plan should be a reflection of the legacy you want to leave behind.
Legacy Planning
We can help you align your estate plan with your financial plan. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones including taxes, probate, or outdated legal documents.
Trust Services
Wills and trusts are a vital component of estate planning. They are a legal set of instructions of where your assets should go when you’ve passed on. As part of your estate plan, we can help you develop a will or trust to fit your needs.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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