Check the background of this firm on
After you’ve worked hard to build wealth, it’s time to preserve it through trust and estate planning services. You can support the legacy you want to leave and care for your loved ones through effective planning. At GenWealth Financial Advisors, we’re ready to employ our financial knowledge and resources to support you in making practical decisions regarding your wealth and where it goes.
Our financial advisors can facilitate comprehensive and personalized estate planning through a partnership with wealth.com. This powerful platform makes it easier for you to build a financial legacy. While we cannot provide legal advice, we give you access to one of the leading estate planning facilitators, which works well for establishing basic estate plans.
Your trust and estate enable you to pass down assets to heirs and beneficiaries how you want rather than leaving it up to others to decide. Detailed planning provides many benefits.
Expand your control over how your wealth is distributed by deciding and detailing where your assets go. This process lets you avoid misunderstandings and put finances toward people and causes that matter to you.
When you set up estate plans, you can pass along your wealth without going through public probate. Avoiding probate also reduces the time spent dividing assets.
Working with an advisor gives you access to advice that can help you minimize taxes on transferred wealth. Make the most of your legacy by passing on as much as possible.
You can look out for the future of your wealth through estate planning in Louisiana and Arkansas. We use our partnership with wealth.com to guide users through every detail.
We’ll start by giving you access to wealth.com, an easy-to-use site where you’ll share information like medical directives and desires for your estate.
Once you’ve worked through the process online, we will go over the details with you, and the legal team at wealth.com will review and legalize the estate plan. This service enables you to simplify the planning process while saving on the costs of going to an estate attorney.
At GenWealth Financial Advisors, our process focuses on you. Our partnership with wealth.com allows you to harness your wealth to support loved ones and personal causes. As we collaborate with you and the attorneys at wealth.com to develop and refine plans, we’ll consistently check in to confirm we’re heading in the right direction.
With us, you can do estate planning differently. A few distinct benefits we offer include:
We’ll help support you throughout the financial details of your estate planning journey. Then, attorneys at wealth.com can offer legal advice related to this planning process, such as reviewing and finalizing legal documents.
Many details make up your estate’s future. With us, you gain a knowledgeable team dedicated to using our financial knowledge and resources to guide you through every step toward financial independence.
What documents do you need in your estate plan? The answer varies based on the individual. Trusts enable you to transfer your assets. They come in types like:
Other documents you may need include wills, powers of attorney, living wills, and foundations. We can help you understand each component and compile the required ones for a basic estate plan with our will and trust services. Then, attorneys at wealth.com can review the legal details.
Your beneficiaries will receive the savings and assets you set aside, making them essential to estate planning. Through wealth.com, you can check beneficiaries and contingent beneficiaries on your retirement account. We can also discuss details like arranging bank accounts to pass directly to heirs.
What happens if you transfer your retirement savings to a new account? What are the rules for inherited IRAs? We can help you navigate these and other practical financial matters related to your estate so you know the details and can make informed decisions about your wealth.
As you work hard to secure a legacy, work with GenWealth Financial Advisors to pass it on. We provide access to wealth.com to help you create a plan guided by your values — and the needs of your loved ones.
Reach out to us today for a free consultation regarding estate planning in Arkansas and Louisiana.
A Path through the forest
In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you!
Join us for this exclusive GenWealth Academy webinar