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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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Estate planning may require tax and/or legal assistance, which neither LPL Financial, nor its registered representatives, provide. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.

All investing involves risk including loss of principal. No strategy assures success or protects against loss

*Securities offered through LPL Financial (LPL), a registered broker-dealer, member FINRA/SIPC.
Investment Advisor Representatives conducting business as St. Mary's Financial Services offer investment advisory services through LPL, a registered investment advisor.
 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.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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