Wealth Management Pine Bluff AR

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Bank of America - Oak Park
(870) 541-8276
2219 W. 28th Street
Pine Bluff, AR
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-12
Sunday Closed
Drive Up Hours
Monday 9-6
Tuesday 9-6
Wednesday 9-6
Thursday 9-6
Friday 9-6
Saturday 9-12
Sunday Closed

Raymond James Financial Services
(870) 536-0000
2628 W 28th Ave
Pine Bluff, AR
 
We Lend Cash Pine Bluff
(501) 235-8245
Arkansas Cancer Clinic 7200 St
Pine Bluff, AR
 
Simmons First National Bank
(870) 541-1196
501 S Main St
Pine Bluff, AR
 
Raymond James Financial Services
(870) 534-3440
501 S Main St
Pine Bluff, AR
 
Bank of America - Pine Bluff Main
(870) 541-8141
120 West 5th Street
Pine Bluff, AR
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-6
Tuesday 9-6
Wednesday 9-6
Thursday 9-6
Friday 9-6
Saturday Closed
Sunday Closed

Joe L Saia Jr Cpa Ltd
(870) 535-1040
2306 W 31st Ave
Pine Bluff, AR
 
Merrill Lynch Wealth Management
(501) 312-7247
316 W 6th Ave
Pine Bluff, AR
 
Talbot Capital Management Inc
(870) 535-6801
200 E 11th Ave Ste C
Pine Bluff, AR
 
Pine Bluff National Bank
(870) 535-7222
912 S Poplar St
Pine Bluff, AR
 

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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