Estate Distribution Planning

Procrastination is the leading cause of why retirees have not properly planned for retirement. Of the common pitfalls is not having the proper beneficiary designations and legal documents in order including Wills, Living Wills, Powers of Attorney for Health Care and Power of Attorney for financial matters. In some cases, a Trust is also essential to ensure the loved ones we leave behind inherit a legacy, rather than a financial mess.

Provident Retirement Advisors assists our clients in outlining a plan that will reduce the possibility of probate and maximize the value of the estate by reducing taxes and other expenses. To learn more about our estate planning services or to schedule a complimentary consultation, please click here to contact us or call us at 901-853-5507.



 

 Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM),  a SEC Registered Investment Advisor. BCM and (Provident Retirement Advisors) are independent of each other. Insurance Products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.