Horizon Wealth Management, as LPL Representatives, offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The Private Trust Company offers administrative services for the following types of accounts:
Revocable or Living Trusts
Irrevocable Trusts
Charitable Remainder Trusts
Charitable Lead Trusts
Special Needs Trusts
Life Insurance Trusts
Private Foundations
Agency
Custodial
Guardianships
Family Office Group
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
