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Wealth Transfer: Your Legacy

Dynastic Estate and Estate Tax Planning Solutions.

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Free Market Financial is a fee-based investment advisor in Houston. Our registration with the state of Texas holds us to a high level of fiduciary responsibility to our clients.

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	Dynastic Wealth Transfer Planning The greatest potential for the accumulation of private wealth involves “Dynastic Wealth Transfer Planning.” This form of estate planning marks the foundation of our approach to working with affluent clients to create favorable conditions for passing assets for multi-generations into the future. Dynastic Wealth Transfer Plans strategically focus on structuring your legacy to benefit from four key areas: 01. Tax Advantaged Transfer of assets from one generation to the next 02. Asset Protection that safeguards wealth against creditors, bankruptcy and divorce 03. Multi-Generational Planning that allows a legacy to grow and compound in perpetuity for up to 10-12 generations 04. Flexibility for Heirs to Amend the plan and keep consistent with future law changes and economic environment Inheritors Trust can insulate your future inheritance from potential liabilities Don't Get a revocable living trust for the wrong reason Common estate planning mistakes that you can avoid Safeguard your estate for your heirs Give Your Grandchild a gift that can last them a lifetime Read more	Planning Your Legacy Roth IRA easier on Beneficiaries? Life Insurance Trusts Choosing the 'right' Executor Problems of Joint Ownership Irrevocable Trust and Life Insurance Attend one of our Seminars Additional Services Estate Tax Planning. We work closely with fine Houston estate tax planners and attorneys to assist you. Attorney Referrals. We work closely with fine Houston estate planning attorneys and Texas probate lawyers, for drafting revocable living trusts, irrevocable trusts, and living wills. Contact us for information Our business revolves around you. © Copyright 2008 Free Market Financial LLC. All rights reserved. Privacy Policy.