Estate Planning

At North Oaks Financial Services, we use a holistic financial planning model to better serve your financial and estate planning needs. We can collaborate with you and your attorney or refer you to an attorney to assist in drafting Trusts, Wills, Powers of Attorney, and Health Care Directives.

We coordinate with you and your attorney on the following:

  • Trust and Will Planning
  • Wealth Transfers and Charitable Gifting Strategies
  • Family Limited Partnerships
  • Charitable Remainder and Irrevocable Life Insurance Trusts
  • Donor Advised and Pooled Income Funds
  • Trust and Will Drafting Analysis
  • Powers of Attorney, Healthcare Directives, and Pour Over Wills Analysis

North Oaks Financial Services and LPL Financial do not provide legal advice.