You don’t have to be wealthy to properly structure your estate

An estate plan can be as simple as having a Will and naming a beneficiary for an account, or as complicated as having multiple trusts for different purposes in addition to your Will. The complexity of your estate plan is largely determined by the wealth that you have accumulated.

Estate Planning Services

Having a Will is a great start, but it can also create many problems and costs as everything in your estate is made public and ultimately decided upon by a judge within the probate courts. A Trust can help avoid many of these problems, but many people are afraid of the upfront time and cost of implementing the Trust. Let’s review seven basic steps to help you get off to the right start.


Seven Basic Steps to Get Started

  • Inventory your assets (tangibles and intangibles).
  • Account for your family’s needs (guardianship and life insurance).
  • Establish your directives (will, trust, medical, power of attorney).
  • Review your beneficiaries.
  • Understand how estate tax laws might affect you.
  • Decide if professional help is necessary.
  • Review and reassess your estate plan as life changes.

If getting started seems overwhelming, let Structured Financial help you put the proper estate plan in place so your loved ones are cared for after you are gone, while also making certain your assets transfer with ease.

We Are Always Looking for Bright Talent!

Are you interested in finding out how to be a part of Structured Financial? Please fill out the contact form below. We are always looking for the right people, which also includes financial professionals from all backgrounds who want to partner with us on this journey.

Our goal is to be transparent in all we do.

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals, but to thrive in their everyday lives and into their retirement years.

  • We Are a Fully Recognized Fiduciary

  • It Is Our Desire to Help Educate All of Our Clients

  • Our Goal Is to Be Transparent on ALL FEES

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Independent Financial Services

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals but thrive in their everyday lives and into their retirement years.

Nickolas Moes | Chief Executive Officer and Founder

CONTACT US

Direct Line: (682) 557-9603
Home Office: (214) 677-0201

Address:
330 Morrison Park Dr, Ste 100
Southlake, TX 76092

Email: [email protected]
General info: [email protected]

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