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  3. Estate Planning

Estate Planning

Successful estate planning considers the financial—as well as legal—consequences of many decisions. With a solid estate plan, your wishes can be executed while minimizing taxes to heirs, benefiting charitable organizations, and reducing the burden on a surviving spouse. As wealth advisors, we can work with your legal team and other professionals to help ensure that the financial aspects of your estate plan will operate as you envision.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Aspect Estate Planning

Document Review  •  Estate Tax Mitigation  •  Beneficiary Review  •  Charitable Planning •  Proper Use of Trusts

 

We can facilitate a thorough review of your estate plan from a financial and legal perspective.

Contact us.

Contact Us

Get to know us in person.

Aspect Wealth Management

9311 San Pedro Ave., Suite 750, San Antonio, TX 78216

Phone: 210-268-1500

Email: info@aspectwealth.com

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA,SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

9311 San Pedro Ave., Suite 750, San Antonio, TX 78216 United States

We are licenced to sell Insurance in the following state(s): AZ, CA, LA, NJ, TX.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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