What is your legacy?
An estate plan is a critical part of defining your legacy. Without a formal estate plan, your assets are at risk of mismanagement, court proceedings, or being lost altogether.
But when you work with us, we help you develop a plan that addresses wealth transfer, tax reduction, charitable gifting, and trust services. We collaborate with several professionals to set up your formal estate plan, including our Landmark CPAs, outside attorneys, trust officers, investment advisors, and underwriters. This ensures your plan meets legal requirements and takes advantage of all available tax-saving strategies.
So you can feel confident you’ll leave behind the legacy you desire.
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Meet Your Financial Advisors
FAQ
Questions about estate planning services?
When you work with us, you get access to an entire team’s worth of expertise. Because we also have an accounting firm, Landmark CPAs, we’re able to use the expertise of tax specialists and financial advisors to craft truly tax-smart wealth management strategies for you.
We work with high-net-worth individuals to provide estate planning services.
Landmark has 4 offices in Arkansas: Fort Smith, Little Rock, Rogers, and Russellville. And we have 2 offices in Arizona: Surprise and Scottsdale. We serve clients both locally and across the United States.
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.
Your estate plan should include a will/trust, durable power of attorney, beneficiary designations, letter of intent, healthcare power of attorney, and guardianship designations.
Interested in working with a Landmark financial advisor? Get in touch with us here.
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