Estate Planning

Estates are commonly thought of as millions and millions of dollars worth of assets. This is not necessarily true; planned estates are for everyone who has their family’s future on their mind. We helped plan estates for all sizes and variations. Having a plan for your family’s future sometimes is a frustrating task, due to constant changes in rules, regulations and codes; this is where Kidwell and Company comes in to help. We believe that developing the right structured plan can help provide a safe and sound foundation for your family/beneficiaries.

LPL Registered Representatives are not engaged in providing legal services. The reader is advised to seek the services of a competent legal professional for the preparation of estate documents.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Kidwell & Company are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the following states: Alabama, Arkansas, Arizona, California, Florida, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Missouri, Nevada, Oregon, Texas, Washington, Wyoming.

IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.