Have you considered your legacy?
For many, family and charity are high on the list of those who should benefit from their lifetime of hard work. Don’t let estate taxes dictate your legacy. Our team is here to help you understand how your assets will be distributed under your current estate plan and existing law. Our team will work with your attorney’s to formalize your wishes, potentially minimize the administrative burden, and strive to maximize the value left to your family or charity.
Our team will strive to help you:
- Maximize your wealth
- Maximize the wealth transferred on to the people you cherish
- Minimize the taxes of your estate
With some careful planning, our goal is to maximize the legacy you leave.
Address
1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991
Securities & Financial Planning services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.