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Estate Planning



A well-designed estate plan* can:
Do you have your estate in order?

  • Include instructions for passing your values (religion, education, work ethic, etc.) in addition to your valuables.
  • Include instructions for your care if you become disabled before you die.
  • Name a guardian and an inheritance manager for minor children.
  • Provide for family members with special needs without disrupting government benefits.
  • Provide for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.
  • Provide for the transfer of your business at your retirement, disability, or death.
  • Minimize taxes, court costs, and unnecessary legal fees.
  • Be an ongoing process, not a one-time event. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime. 

*Estate planning, like tax planning, is a multidisciplinary art. Estate planning often requires collaboration among your attorney, accountant, and financial planner. GWM are not attorneys or CPA's. We are here to be a vital part of your estate planning team. 

To learn more, or to just get a second opinion, call 214-545-3311 to schedule a complimentary consultation. Or, start a free 15-day trial of our turn-key, online estate-planning solution, Estate Docs Pro:

Free Trial