Products & Services - Estate Planning

Estate Planning

"I want to control my property while I am alive and well."
"I want to provide for myself and my loved ones if I become disabled."
"I want to give what I have to whom I want, when I want, and the way I want."

We stay focused on your needs, values and desires, so that we can create the right estate plan to preserve your assets for future generations. Park Financial Advisors are experienced in developing, implementing and continuously updating estate planning strategies that incorporate all the tools you need to make sure your legacy is put to good use.

Get in Touch to Learn More?

John Hutchinson, AIF®
Vice President
LPL Financial Advisor

Alan Barnes, CFP®, CLU®
Vice President
LPL Financial Advisor

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Through our partner, LPL Financial*, we protect your interests and ensure your estate is administered in your best interests

There are a variety of trusts we can administer, including:

  • Revocable trusts
  • Testamentary trusts
  • Irrevocable trusts
  • Credit shelter trusts
  • Marital trusts
  • Charitable remainder trusts
  • Special needs trusts

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

Our Proactive 5-Step Process

  1. Get to know you. Your priorities, your values, your current situation, your goals.
  2. Answer your questions.
  3. Put a plan together. We call it a road map, a document that we refer to during all of our conversations.
  4. Discuss. We make sure you understand how to use your plan.
  5. Update and adjust. Needs, desires, circumstances and markets change. We meet with you on a regular basis to help you adapt.
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Park Bank and Park Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured By any Federal Government Not A Bank Deposit

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin, Illinois, Arizona, Florida, Colorado, New Mexico.