Estate Planning

Guidance that incorporates multi-generational needs


The ideal estate plan helps you pass on your assets in a way that reflects your values, your goals, and your dreams. Estate planning can also help you take care of your family when you’re no longer able to do so yourself.

Clients look to Ardent Retirement Planning for estate planning that will help:

  • Protect assets against the high cost of long-term care
  • Mange your financial and legal affairs if you become disabled
  • Express your wishes with regards to medical care
  • Provide for your family if you become disabled or die
  • Avoid delays and frustrations of estate settlement
  • Minimize unnecessary estate tax liability
  • Benefit a charity
  • Control the distribution of your assets

Interested in having us review your current financial plan?

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(844) 483-7977

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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA