Estate Planning

Smiling grandmother with family eating dinner on outside patio table.

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
Spotting Health Insurance Scams

Scammers often aim to steal your money and identity by exploiting those confused about health insurance laws and plans. Health insurance scams ...

Workplace Finance
2023 & 2024 Maximum 401(k) Contribution Limits

A 401(k) plan offered by your employer is one of the easiest ways to save for retirement. Typically, these retirement plans will let you invest a tax-free ...

Family Finances
Considering a Financial Caregiver

Getting older comes with a lot of unique challenges. One such challenge is a decline in mental abilities. When you've had an aging parent who has experienced a decrease in ...

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 ...

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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:



The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.