Home About Us Research Contact Us Client Login Estate Planning What You Need to Know about Your Will A will provides the peace of mind that comes from planning to pass on the fruits of your life’s labor to your loved ones. Without a will, the probate court will decide how your assets are to be distributed and, if minor children are involved, with whom they will live. Read More Protect Your Assets With a Trust A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s “grantor” — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust is managed by one or more trustees. Trusts may be revocable or irrevocable and are sometimes included as part of a will. Read More Creating a Plan for Effective Wealth Transfer Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so. Read More Advance Directives: Planning Ahead for Your Own Care Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this potential concern. Read More Recent Posts Three Reasons To Be Thankful | Weekly Market Commentary | November 22, 2021 A Peek at Peak Inflation | Weekly Market Commentary | November 15, 2021 Developed International: If not now, when? | Weekly Market Commentary | November 8, 2021 Client Letter | Many Reasons to be Thankful | November 4, 2021 5 Things That Might Spook Markets | Weekly Market Commentary | November 1, 2021 Categories Blog Client Letter Estate Planning Global Portfolio Strategy Government Benefits Insurance Planning Outlook Personal Finance Research Uncategorized Weekly Market Commentary 2110 S. Garrison Ave, Carthage, MO 64836, Phone: (417) 358-4000 Email: tina.hallmark@lpl.com , don.hosack@lpl.com Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Adviser. Member FINRA / SIPC Don Hosack and Tina Hallmark may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, KY, LA, MO, NE, OH, OK, SC, TX, UT, WY . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.