service - individuals and families
Multi-Generational Wealth Planning
We understand the importance of planning for a generational of transfer of wealth. We also understand that a successful transition is most efficient when all parties are involved in the planning. That’s why we work with multiple generations of family members to help ensure everyone is on the same page and prepared.
As your financial partner, we facilitate conversations with a qualified Estate Planning attorney to help ensure your estate planning wishes are in line with your overall financial plan. Based on your specific needs, we may recommend any combination of the following documents.
Last Will and Testament
Financial Power of Attorney
Medical Power of Attorney
Living Will
Irrevocable Life Insurance Trust
Revocable Living Trust
In addition to the technical aspects of Estate Planning, we also help you pass along your values and hopes for the future. We can facilitate conversations with your loved ones about your charitable giving wishes, financial priorities and more.
Cottage Hill Capital and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
ready to get started?
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Cottage Hill Capital and LPL Financial are separate entities.
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.
© 2025 Cottage Hill Capital. All rights reserved. Powered by Tango Advisor Marketing