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Estate Planning from Simmons Investment Services

You've worked hard to create a secure and comfortable lifestyle for your family and loved ones. A comprehensive plan that includes estate and succession planning can help pursue your future goals. Establishing trusts, regularly reviewing your legal documents and beneficiary designations, and examining tax implications for survivors are vital to establishing a plan that aims to provide you and your loved ones with greater confidence and security. With some forethought, you may be able to manage gift and estate taxes and preserve more of your assets for those you care about.

One of the first steps in the estate planning process is determining how much planning you'll need to undertake. No two situations are alike. And even individuals who don't have a great deal of wealth require some degree of planning. On the flip side, those with substantial assets often require highly complex estate plans.

Two key components of your initial needs evaluation are an estate analysis and a settlement cost analysis:

  • The estate analysis includes an in-depth review of your present estate-settlement arrangements. This estate analysis will also disclose potential problems in your present plan and provide facts upon which to base decisions concerning alterations in your estate plan.
  • An estate settlement cost analysis summarizes the costs of various estate distribution arrangements. In estimating these costs, the analysis tests the effectiveness of any proposed estate plan arrangement by varying the estate arrangement, the inflation and date of distribution assumptions, as well as specific personal and charitable bequests.
Simmons Investment Services

Estate planning often involves the coordinated efforts of qualified legal, tax, insurance, and financial professionals. Talk with a Simmons Investment Services advisor to be sure you are developing a plan that is consistent with your objectives.

Call us today at 1-877-349-9333 to schedule a consultation with a wealth advisor.

Find a Wealth Advisor

Are You Ready to Start Building Your Legacy?

Talk to one of our Simmons Investment Services professionals to learn more about how you can start planning with:

  • Investment Services

  • Retirement Planning

  • Insurance Planning

Simmons Investment Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Simmons Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the marketing name Simmons Investment Services, and may also be employees of Simmons Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simmons Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured By FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value