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R4 Makes It Easier To Get Your Affairs in Order
Making end-of-life decisions is never easy, but R4’s estate planning services make it easier for you to get your affairs in order at any stage of your life. We help you plan now so that you and your beneficiaries avoid pitfalls later.
Trusts are key components in estate plans. It is a flexible tool that allows you to determine how you want your wealth distributed after your death. A third-party trustee manages the assets held in a trust for your beneficiaries. The benefits of this arrangement include:
Your financial advisor helps you to set up a trust and organize the rest of your estate plan. You decide what you want to happen with your estate and make decisions about your health care arrangements. Your R4 advisor makes sure all of the legal documents are to ensure your wishes are followed.
R4 specializes in holistic financial planning. We can help you plan for the future of your estate. Contact an advisor today at (856) 866-0028 to secure your assets for your beneficiaries.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.