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4 Elements of an Estate Strategy

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Learn about the importance of having an estate strategy in this helpful and informative video.

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Lourdes Corujo Financial Services

Office: 787-777-3030

Office: 787-777-0073

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Fax: 787-777-0160

452 Ponce de Leon

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advisory services are offered through Registered Representatives of Lincoln Financial Securities Corporation, Member FINRA  /SIPC . Lourdes Corujo Financial Services is not an affiliate of Lincoln Financial Securities Corporation.

 

Securities are offered to residents of CA, FL, GA, IL, NY, SC, TX, VA & PR.  Advisory registered in PR. Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Some life insurance and annuity policies involve exclusions or limitations. For cost and complete details of coverage, contact your agent.

 

Lincoln Financial Securities and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professional regarding their specific circumstances.  LFS-3685256-072321

 

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.