4755 Cornell Road
Blue Ash , OH 45241
Phone:   513-791-4575
Fax:   513-489-2840

Trusts & Estates

"More people should learn to tell their dollars where to go instead of asking them where they went." -- Roger Babson

You’ve worked hard to build and protect your assets. You deserve the opportunity to choose how your assets will continue to help the ones you love live happy and comfortable lives even after you no longer need the assets for yourself.

Aside from choosing who will inherit your assets, you can use estate planning to identify someone you trust to make decisions for you if you become incapacitated, choose who will care for your children if you can no longer do so, minimize estate taxes, and help avoid probate.


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


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