ESTATE PLANNING

Effective & Efficient Go Hand-in-Hand

At TPWA, we understand the importance of wealth preservation and providing for your loved ones. Our team is dedicated to helping you distribute your assets effectively and efficiently, minimizing unwanted tax bills and/or avoiding costly court and attorney’s fees. Our advisors will review all your accounts to ensure proper titling and beneficiary designation.  Additionally, we will review your wills, durable power of attorney, health care powers of attorney, living wills, revocable and irrevocable trusts, business succession planning, and buy-sell agreements.

Securities & Investment advice offered through LPL Financial, Member FINRA/SIPC. Texas Private Wealth Advisors is a  separate entity from LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirement and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way  does advisor assure that, by using the information provided, plan sponsor will be  in compliance with ERISA regulations.   

This site is designed for U.S. Residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Please note that not all of the investments and services are available in every state.  

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©2019 by Texas Private Wealth Advisors.