Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420

Home > Products > Estate Planning > Estate Planning Techniques

Estate Planning Techniques

As an LPL Financial advisor you can expect direct support for implementing the most effective techniques available today to meet your clients’ estate planning challenges. LPL Financial offers a broad array of estate planning techniques including:

  • Wills and Revocable Trusts
  • Irrevocable Life Insurance Trusts
  • Options Strategies / NUA
  • Qualified Personal Residence Trusts
  • Grantor Retained Annuity Trusts (GRATS)
  • Charitable Planning Arrangements
  • Intentionally Defective Trusts & other Estate Freeze Techniques
  • Family Limited Partnerships
  • Lifetime Gifting arrangements