Have you been saving your hard-earned money and have also invested in stocks, bonds, and other investment instruments in hopes to obtain a secure and comfortable retirement? Are you also concerned about your children’s future and would like to start devising and implementing strategies to also help ensure that they live a bright and comfortable way of life? If any of these questions apply to you, then you are likely searching for a financial advisory firm to help you with your estate planning strategy. Here are two things you should consider including in your strategy in addition to a will.
Beneficiary Designation
One of the most important components you should add to your estate planning strategy is beneficiary designation. Adding this component will help ensure that all your assets which include bank accounts and retirements accounts will be designated to the appropriate person or persons according to your instructions.
Trust
Another important component to add is a trust. Creating and including a trust in your estate planning strategy may offer tax advantages that can help you and your family be financially independent to be free from burdensome and expensive worries.
Searching for the Leading Financial Advisory Firm
Perhaps you are now searching for the leading financial advisory firm that specializes in estate planning in Little Rock AR to help you devise and implement a sound strategy but do not know who you should turn to for help. When searching for the best financial advisory firm that offers services like estate planning in Little Rock AR, consider choosing a firm with decades’ worth of experience. Choosing this type of firm will help ensure you will be provided with top-notch services.
Disclaimer: Securities offered through Avantax Investment ServicesSM • Member FINRA, SIPC
Investment advisory services offered through Avantax Advisory ServicesSM
Insurance services offered through an Avantax affiliated insurance agency