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LEGACY PLANNING CONCEPTS

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Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

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With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list. While someone else my rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals.

Contact us today for a no-obligation financial review!
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Fort Worth Office:

 
6220 North Beach Street
Suite 101
Haltom City, TX 76137
Phone: (817) 222-2122

Fax: (817) 222-3122

Flower Mound Office:

 

3700 River Walk Drive

Suite 160
Flower Mound, TX 75028
Phone: (817) 222-2122
Fax: (817) 222-3122

SPECTRA ACS family of companies is licensed in the state of Texas and are members of the Better Business Bureau. National Association of Insurance & Finance Advisors, TX Association of Insurance & Financial Advisors, Life Underwriters Training Council. 

 

All information provided on this website is for information and/or educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Spectra Financial. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Spectra Financial does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

Advisory Services offered through Elevated Capital Advisors, LLC, an SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.

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