Each of our days here are numbered, and for most of us, it’s very important to make sure your estate is in order so that family and loved ones are not burdened with excess financial costs and lengthy court proceedings to get the assets we want entrusted to them.
Metroplex Wealth specializes in estate planning near me in Southlake, Texas, offering you the peace of mind and financial guidance you need to get your affairs in order.
What is Estate Planning?
Estate planning is simply getting your financial affairs in order and creating a plan for who will get what from your estate upon your death, to what extent you want each person to receive benefits, and when benefits should be received. It’s also an important tool for maximizing the estate that is passed to your heirs through proper tax planning. It’s never too early to begin the process.
Why Choose Metroplex Wealth for Estate Planning?
Metroplex helps many clients get their affairs in order with proper estate planning near me in Southlake. Here are 3 reasons to choose us for your estate planning needs:
- Partnership with Boutique Law Firm
In order to get all of your estate planning documents properly filed, a lawyer must be involved in the process. At Metroplex Wealth, we actually share an office with a boutique law firm, Redding Law office, so we are easily able to consult them on any and every question or issue you may have. When you come in to sign documents, everything is in one place. It’s a partnership that reduces headaches and makes your life easier – giving you peace of mind in the estate planning process.
- Tailored Approach
In fact, at many large firms you aren’t able to speak with your lawyer or financial planner easily. But with us, it’s easy to call and ask us – or your lawyer – a quick question. No question is too small. We tailor our business to your needs and it’s that personalized, “small town” feel keeps many of our clients coming back with all of their wealth management needs for years to come.
- Free Annual Estate Planning Reviews
Laws change. Needs change. We get that. At Metroplex Wealth, we offer an annual estate planning review – free of charge – to make sure your documents still reflect your current needs. If you already have an estate plan, we are more than happy to review that plan for free and recommend any changes to maximize wealth. You don’t even need to schedule these reviews; we will call you to get the ball rolling and schedule your annual review free of charge.
If you are looking for estate planning near me in Southlake, Texas and the greater DFW area, call us today at Metroplex Wealth. We would love to review your current financial situation and see how we can help.