Estate Planning Support
While legal professionals prepare estate planning documents, financial planning helps ensure your beneficiary decisions and long-term goals remain aligned with your life.
Estate Planning
Proper estate planning is not only about documents, but about coordination and support from trusted local attorneys. At Texas Wealth Partners, we focus on ensuring our clients intentions are fulfilled accurately through the following:
- Beneficiary designation reveiw on all accounts and insurance policies
- Trust investment and income planning
- Family foundations/endowments
- Generational estate transfer planning
- Charitable giving and special needs planning
I'm young. Do I need estate planning documents?
Absolutely. Basic estate documents ensure your voice is heard and your affairs are handled by someone you trust.
How does estate planning fit into financial planning?
Estate planning is the protective wrapper for the wealth you accumulate. Proper estate planning ensures your assets are distributed and your wishes are honored.
How often should my estate plan be updated?
Every time you have a major life event (marriage, divorce, birth of a child, etc.) your estate plan should be updated.