Estate Planning Educational Videos
What Matters Most for your Retirement? Ed Slott, Tax Advisor, has great information for you.
Protecting Your Retirement Income from Taxes
Stay Rich Forever and Ever
Avoiding Taxes in Retirement
Life Insurance for Life Beyond
Tax Efficient Investing
IUL Tax Free Retirement
Which is best for your estate…a Will or a Trust?
Wright Retirement Planning Solutions of Texas and Estate Guru
Wright Retirement Planning Solutions of Texas and Estate Guru have formed a strategic relationship and partnership to provide our clients with all of their estate planning needs. Whether it is a will or a revocable living trust, you may rest assured you will have peace of mind now and your wishes are fulfilled after death. Your package includes the following:
Wills
- Last Will and Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Cloud Storage and Sharing
Revocable Living Trust*
- Revocable Living Trust
- Certification of Trust
- Pour-over Wills
- Financial Power of Attorney
- Healthcare Power of Attorney
- Cloud Storage and Sharing
- Execution and Funding of your trust
Partnering with Estate Guru is another way Wright Retirement Solutions of Texas is able to provide you and your estate with peace of mind as the proper planning has been completed.
* There is a misconception Trust are only for the “rich” and this is not true. A trust keeps your assets out of probate, attorneys away, and quickly settles your estate privately as trust are not a matter of public record.