Broker Check

Estate Planning

Estate Planning

Estate Planning

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Taxes, divorce, health issues, aging, and death are uncomfortable topics. Nevertheless, it is crucial to have these difficult conversations if you want to plan for your family’s future.

Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Without a formal estate plan, your assets are at risk of being mismanaged or even lost. We can help you develop a plan that addresses the transfer of wealth and tax reduction, charitable gifting, and trust services.

The wealth transfer process requires input from a variety of professionals. Our firm collaborates with our CPAs and outside attorneys, trust officers, investment advisors and underwriters to establish a cohesive plan that is up-to-date and takes into account all potential tax-saving strategies. We believe our financial planning background is a tremendous advantage and gives us a unique perspective that other firms envy.

You have worked hard for your assets; let us help you preserve them. Landmark Financial will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.

Call us today to learn more about how we can help you maintain control of your wealth for generations to come. Our service locations Russellville, Rogers, Little Rock, Fort Smith, Surprise, and Scottsdale AZ.

FAQ: Estate Planning

Q. What Is Estate Planning?
A: Estate planning is the process of making it clearly known how you want your estate to be handled after you pass or if you are incapacitated.

Q. Why Do I Need To Have An Estate Plan?
A: Without a formal estate plan, your assets are at risk of being mismanaged or even lost.

Q. What Documents Are Required To Create An Estate Plan?
A: Your estate plan should include a will/trust, durable power of attorney, beneficiary designations, letter of intent, healthcare power of attorney, guardianship designations.

Q. What Happens If I Don’t Do Any Estate Planning?
A: Without an estate plan, decisions about your estate can be left in the hands of judges or state officials. Your estate can also fall into probate, a lengthy, expensive process.

Q. How Can A Landmark Financial Advisor Help with Estate Planning?
A: Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Without a formal estate plan, your assets are at risk of being mismanaged or even lost. We can help you develop a plan that addresses the transfer of wealth and tax reduction, charitable gifting, and trust services.

Q. How Can A Landmark Financial Advisor Help with Trust Services?
A: The wealth transfer process requires input from a variety of professionals. Our firm collaborates with our CPAs and outside attorneys, trust officers, investment advisers, and underwriters to establish a cohesive plan that is up-to-date and considers all potential tax-saving strategies. We believe our financial planning background offers a tremendous advantage and gives us a unique perspective that other firms may envy.