Estate Planning

Estate planning refers to the preparation of a plan of administration and disposition of one’s property before or after death.

Clear Mountain Investments can assist in reviewing or helping you develop an estate plan to simplify the transfer of your estate to family members. By reviewing your estate documents, you could protect your heirs from substantial delays, fees and taxes.

We can also assist you with a broad range of trust services, including living trusts, testamentary trusts, life insurance trusts and charitable trusts. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Contact Clear Mountain Investments for more information.

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. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of the Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WV, MD, PA, VA, OH, CT, FL, GA, IN, NC, NJ, SC, and WA.


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