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Call for Complimentary Consultation:
Toll Free (866) 407-4320
Toll Free (866) 407-4320
Financial Events
Click here for information about our upcoming client events and educational seminars.
The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
Estate Planning
Virtus Wealth Management recognizes the importance of detailed estate planning. This ensures that our clients’ wishes are honored upon their death. We provide wealth preservation strategies related to both family estate planning as well as private business succession planning. Some of the vehicles we use to accomplish these goals are:
- Wills
- Living Trusts
- Q-Tips
- Stretch IRAs
- IRA Inheritance Trusts™
- Buy / Sell Agreements
- Dynasty Trusts
10 Mistakes You May Be Making In Estate Planning
We also recognize that charitable giving is important to many of our clients as a part of their estate planning. Recent tax law changes have made certain options more attractive for charitable giving both before and after death. We ensure that our clients’ gifting goals are best achieved by utilizing these options.
Note: VSR (our broker dealer) does not provide legal services.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities & Advisory services offered through VSR Financial Services, Inc., a Registered Investment
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
