For clients impacted by the oil and gas industry, our team actively works with clients’ attorneys and CPAs to ensure investments are managed effectively throughout the estate planning process and beyond.
Why Plan for Gas & Oil mineral rights and royalties?
Oil & Gas Estate Planning Strategies represent some unique challenges in the management of those assets. This is a new concept for many land and mineral rights owners. In order to be in a position for those assets to be managed we employ several techniques, which seeks to address your overall estate goals and objectives, that may include:
Credo Financial Advisors & LPL Financial do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their own situation.
To providing our clients with a distinctly different experience providing guidance you can rely on.