Estate Planning

At J. Nelson Financial Group, LLC we can help you with the estate investment planning process and work closely with you and your tax and legal advisors to implement the estate planning strategies that make sense for your particular situation. We offer advice on a variety of Estate Planning Services:

  • Wills and Living Wills
  • Trusts
  • Probate Avoidance Planning
  • Family Limited Partnerships 
  • Limited Liability Corporations (LLC)
  • Powers of Attorney

LPL Financial and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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