Smith Anglin Financial

SURVIVOR ASSISTANCE

  • Implementation of estate plan
  • Reevaluation of survivors’ financial plan(s)
  • Coordination of life insurance death benefit claim procedures
  • Assistance with federal and state estate tax returns
  • Re-titling of assets
  • Personal banking and account balancing support
  • “Empowering Women: Planning for Financial Independence” workshop for survivors
©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.