Smith Anglin Financial

ESTATE PLANNING

  • Coordination of estate planning and wealth transfer
  • Titling of assets
  • Beneficiary designation
  • Assigning executors, guardians and power of attorney agents
  • Preparation of required federal and state-specific documents
©2011 Smith Anglin Financial, LLC
16000 N. Dallas Parkway, Suite 850
Dallas, TX 75248
800.301.8486   972.267.1243 Fax
www.SmithAnglin.com
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED.
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.