Denton Estate Planning, Charitable Giving & Trust

Build a Lasting Legacy with Watt Wealth Management

Control the distribution of your assets in a way that benefits everyone.

The experienced team at Watt Wealth Management in Denton has the knowledge and resources to help you create a plan for your assets in ways that not only protects them but allows you to share your wealth with your loved ones and the causes that you care about. It’s important to take advantage of estate planning before it’s too late. Making these plans will not only strengthen your legacy but protect it as well. You should decide where and to whom your wealth is distributed. Contact the team at Watt Wealth Management to schedule an appointment today.

Why Choose Watt Wealth Management?

We help you protect your assets with proper planning
We work hand-in-hand with you, your attorney, and your CPA
We will consistently revisit your plan to ensure it is up to date
Our knowledgeable team can provide recommendations that benefit you
Share your wealth with the people and charities you care about most

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

Strengthen Your Legacy

Think of it this way: if you don’t plan for your estate, it will inevitably be done for you. Most often the state will intervene, which can take a toll in taxes, time and additional emotional stress for loved ones. That is why it is important to develop your own estate plan.

We are here to make legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes. We have access to experts in trusts, insurance, philanthropy and family dynamics. Our team is also adept at working with other professionals – such as CPAs and attorneys – to help ensure a well-coordinated approach, that your wishes are communicated to all involved, that your thoughts are thoroughly and accurately documented, and that your plans are amended appropriately as new marriages and births occur in your family.

Protect Your Legacy

There are various instruments that work within your overall estate plan to provide certainty and control over everything you’ve worked for and accumulated during your lifetime, regardless of asset level. Examples include wills, trusts, insurance policies, and carefully considered durable powers of attorney.

Using instruments such as these can give you the confidence of knowing that your estate will be handled as you wish and can potentially exclude probate – a lengthy and expensive process. Well-documented estate plans may also help your family avoid the court’s involvement in appointing a guardian or conservator in the event of incapacity. Thorough documentation can provide for long-term care or education for children or grandchildren while other investment vehicles can provide for a favorite charity.

Our team works with you and your other professional advisors to ensure your wishes are communicated in writing and are legally binding. Moving forward, we will revisit your plan regularly to ensure it is up to date.

Make Your Mark

Making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan.

There are many ways to make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure tax-efficient giving so that your estate or charity of choice receives the most benefit from your gift.

Our knowledgeable team can provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and experience to tailor the required service to your unique situation and with your specific goals in mind.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. Watt Wealth Management and LPL Financial do not provide legal advice or services.

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