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St. Mary's Financial Services

Estate Planning

Estate Planning is a very important piece of your overall personal financial plan. Planning ahead can help avoid complications, save money, and give you peace of mind that your hard-earned money will stay in your family, providing financial confidence for your loved ones.

Make a plan today to ensure your assets are properly distributed and your wishes are carried out. Contact us to make an appointment and learn more about:
  • Potentially reducing taxes on Social Security income
  • Estate tax rules: How do they affect you?
  • IRA rules and strategies

To learn more about estate planning, or to schedule your complimentary planning session, connect with one of our Financial Professionals, or contact us at 603-629-1524.

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Representative is neither a tax advisor nor attorney.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.