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LegacyTexas Wealth › Financial Advisory Services › Private Wealth Management › Estate Planning

Private Wealth Management

Investment Management | Retirement Planning | Estate Planning | Insurance Risk Planning

Estate Planning.

Ranch Fence Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. What estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you will need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. In this case, you will need to use more sophisticated techniques in your estate plan, such as a trust. We can assist you in developing the appropriate estate plan.

Wealth Advisors

972.461.1525 - Office

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LegacyTexas Wealth Advisors, LLC ("LTWA") is a Securities Exchange Commission (SEC) registered investment adviser located in Plano, TX. LTWA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers. The publication of LTWA's web site on the Internet should not be construed by any consumer and/or prospective client as LTWA's solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LTWA. Any subsequent, direct communication by LTWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LTWA, please contact the United States Securities and Exchange Commission on their web site at http://www.adviserinfo.sec.gov/. A copy of LTWA's current written disclosure statement discussing LTWA's business operations, services, and fees is available from LTWA upon written request. LTWA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LTWA's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.