Estate Planning in Southlake, Texas
   
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Toll Free (866) 407-4320, (817) 717-3812
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Estate Planning

V&E 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.  

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

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.

 

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.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812 • Toll Free (866) 407-4320 • Fax (817) 416-6585
1000 Ballpark Way • Suite 214, Arlington, TX 76011 • (817) 795-1095 • Fax (817) 795-4799 
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Services, a registered investment advisor. 
Level Four Advisory Services and V&E Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington.
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