Estate Planning

Protecting your legacy

They say the only certainties in life are death and taxes, so having a sound estate plan is vital. It can give you comfort by seeking to ensure that you and your loved ones are well protected. Regardless of your age or level of wealth, estate planning should be a vital part of your overall financial plan. Let Salem Five Investment Services help manage your legacy, so the people you love can benefit the most.



Articles of Interest

Family Finances
Avoiding Tax Penalties

Mistakes are common when filing and paying your taxes. In such a case, it's best to know what types of penalties you can incur and how to calculate them ...

Money Management
How Inflation Impacts Your Finances

Inflation has made its impact in the past couple of months. If you've noticed an increased cost of goods and services, that's due to inflation. While inflation is natural ...

Family Finances
Reviewing Your Medical Bill

A medical crisis comes with several challenges. First is understanding the course of action and treatment plan recommended by your physician. Next is following the ...

Family Finances
Liquidating a Loved One's Estate

When a person passes away, the liquidation of their estate is administered by an executor. Being selected as an executor is an honor. However, it can also be an obligation ...

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:



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