estate and legacy planning, Dallas TX.

Effective estate planning involves much more than having a last will and testament. It can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and help ensure that they’re carried out – even if you are unable to communicate. It can also designate someone to manage your financial affairs should you be unable to do so.

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

Wills, Trusts, and Estate Attorneys

A very basic estate plan includes having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. The cost of getting these basic elements in place is affordable, and the peace of mind they provide can be priceless.

Get Your Estate and Legacy Planning Consultation with Abundant Wealth Management

At Abundant Wealth Management, we assist with the core elements of estate planning efficiently and cost-effectively. We partner with local vetted and pre-qualified estate planning attorneys who assist us in completing everything from the most basic to more complex estate planning needs including a power of attorney, wills, trusts, and medical power of attorney.

Let us assist you with your estate planning needs by scheduling a complimentary needs analysis.

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