Element Wealth Management
Services

Estate Planning

Safeguard what matters most.

Estate Planning at Element Wealth Management
The work

Ensure your legacy is preserved and your loved ones are taken care of, in coordination with your attorney and tax advisor.

What's included
  • Estate and trust planning
  • Wealth transfer across generations
  • ILITs and long-term care planning
  • Universal, term, and indexed life insurance
  • 529 plans, UTMAs, and Educational IRAs

Insurance products offered through LPL Financial or its licensed affiliates.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. They also have access to non affiliated third parties that specialize in creating trusts and wills for use by LPL advisor's clients.

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