Generation to Generation
Imagine working a life time to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate?
The overall purpose of estate planning is to develop a plan that will enhance and maintain the financial security of you and your family. This includes financial planning, which may lead to increase your wealth, conservation of those assets, as well as passing them to the next generation. Estate planning should provide financial security during retirement years and facilitate the intended and orderly distribution of property at death. This can be done with proper usage of wills, trusts and insurance.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Recent Posts
Outlook For U.S. Economy Continues To Brighten | Weekly Market Commentary | February 12, 2024
When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the data produced the narrative that business activity in the New Year would grow on an annual basis but experience some bumps in the first half of the year. Now, enter the revisions.
Contact Us
7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
Useful Links
About Us
Our Services
Research
Contact Us
Client Login