Estate Planning

Photo of the Family Life Guide on a desk with glasses and a cup of coffee in Southlake, Texas offices of Virtus Wealth financial advisorsVirtus Wealth Management recognizes the importance of detailed estate planning. This helps ensure 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.

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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 help our clients address their gifting goals by discussing these options.

The Family Life Guide

We wanted to present to you the Family Life Guide – a worksheet we designed to help you gather and organize all of your financial, legal, and medical affairs. It can be used as an estate planning tool to help your loved ones as well as a strategy to consolidate and simplify important information for your own everyday use.

The Guide was inspired by our Chief Operations Officer, Amy’s, “Life Book” that she has kept updated and referenced for as long as her family could remember. The Tillotson family always knew that if something happened to Amy, the “Life Book” she kept in the safe would have all our answers. This worksheet can be used to inform your loved ones on whom to contact regarding such matters, where to find important documentation such as your four essential estate planning documents, and what matters need to be handled when you are no longer capable.

The Family Life Guide has been made for you to download in an interactive PDF format, meaning the worksheet can be completed online or printed and completed by hand. It can be customized to best suit your needs and situation. You can choose what information you wish to include, add additional information, and can be completed by individuals or together by spouses.

If you have any questions or need assistance finding the Guide, please give us a call at (817) 717-3812.

Note: Neither LPL Financial nor any of its representatives provide tax or legal advice. Please consult your tax or legal advisor for their services as needed.

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