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Estate Planning

Estate Planning Is Not Just for the Wealthy…it’s for Everyone

Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. 

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The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.

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Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up -- not you or your family.

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We Are Here to Help You

If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.

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Here’s what else we do for you:

  • Allocating assets to spouses, children, trusts, and charities

  • Periodic review of estate planning needs as your family situation and finances change

  • Gift tax strategies

  • Business succession planning

  • Trust administration

  • Tax planning and preparation including estate, gift, and fiduciary tax returns

 

Don’t Your Loved Ones Deserve Peace of Mind?

If you haven’t developed an estate plan, it’s not too late.

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Download and fill out this PDF and email it to info@retirepath.net or call our office at 501-904-5858 and schedule a consultation today, because you and your loved ones have nothing to lose, but everything to gain.

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RetirePath

501-904-5858 | info@retirepath.net

11300 N. Rodney Parham Ste. 120

Little Rock, AR 72212

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Advisory services are offered through RetirePath Wealth, LLC, an Investment Advisor in the State of Arkansas. Insurance products and other services are offered through The RetirePath Agency, Inc. and/or RetirePath Property and Casualty, LLC, affiliated companies. All content is for informational purposes only, it is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future based performance or indication of future results. Purchases are subject to suitability, which requires a complete review of investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. RetirePath Wealth, LLC, The RetirePath Agency, Inc., and RetirePath Property and Casualty, LLC are not affiliated with or endorsed by Social Security Administration or any government agency. It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.

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