Experience Personalized Estate Planning

Regardless of your situation, it is essential to decide what will happen with your estate in the future.  Our goal is to consult with you and a team of trusted legal and tax professionals to situate your financial and real assets to work towards ensuring the smoothest possible transition for your loved ones.

We collect and analyze comprehensive financial and family information to develop your estate plan.  This is done with the mindset of achieving your desired disposition goals and minimizing estate tax liability.  You will be presented with several strategies for cost-efficient transfer to desired beneficiaries and avoiding complications.

These strategies may include but are not limited to:

  • Asset positioning
  • Trusts
  • Will design
  • Gifting techniques
  • Education planning

Securities offered through WFG Investments, Inc., Member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP. We currently have individuals licensed to offer securities in the states of: TX, IL. This is not an offer to sell securities in any other state or jurisdiction.

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