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Estate planning: Key benefits for you and your family
Did you know that less than half of Americans have a will? Most Americans believe that estate planning is important, but only 33% have a will or living trust.1
It’s understandable why many people put off this task. But, without an estate plan, your loved ones may be left to navigate complex legal and financial challenges.
Developing an estate planning strategy may sound like a daunting task, but it doesn’t have to be. As a valued customer of Centennial and Happy State Bank you have access to wealth advisors at Centennial Financial Services and Happy Investment Services, a financial advisory practice of Ameriprise Financial Services, LLC. Wealth advisors at Centennial Financial Services and Happy Investment Services can partner with you and your legal advisors to help you make your wishes known. They can help you start by exploring the benefits of an estate plan – from giving you peace of mind knowing you have a strategy in place, to helping simplify a difficult process for your family in the future.
With the right guidance, creating an estate planning strategy can be a straightforward process. Schedule a no-obligation, complimentary initial consultation with a wealth advisor at a convenient branch location or virtually to answer questions you may have and how to move forward.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
1 Caring.com study, October 2022, 2022 Wills and Estate Planning Study
Centennial Financial Services and Happy Investment Services is a financial advisory practice of Ameriprise Financial Services, LLC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Centennial Bank, Happy State Bank and Ameriprise Financial are not affiliated..
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
