Estate Planning Help In Plano Texas

Self Worth Financial Planning

Retirement
Financial Checkups
Estate Planning
Second Opinions

Estate Planning.

The three basic tenants of estate planning are lifetime financial security, orderly transfer of assets and overall preservation of wealth.

At Self Worth Financial Planning, we educate and inform our clients regarding options that meet their well-defined objectives. An objective driven planning process results in a high degree of implementation and predictable results. We remove the many variables through a detailed process of analysis, which points to problems, opportunities, and solutions. This process can address the following subjects:

Property Titling
Asset Valuation
Gifting (pros and cons)
Beneficiary Designations
Trust Options
Asset Protection Structures
Retirement Plan Distributions
Non-Tax Issues
Family Foundations
Estate Taxes
Generation Skipping Transfer Tax

Liquidity
Estate Valuation Freeze Techniques
Charitable Planning
Split Interest Estate Tax Reduction Concepts
Fractured Entity Valuation Discounts
Intergenerational Estate Planning
Integration with Business Succession Planning