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Estate Planning

Passing on much more than money.

A client’s legacy isn’t just measured with numbers.

Often, their wishes, dreams and values are worth even more. You, together with the turnkey tools available here, can help clients build and maintain the right estate plan.

Are your clients “wealthy enough” for estate planning?


Whether the estate’s worth $100,000 or $100 million, your client needs proper planning to help ensure that loved ones are not burdened financially upon their death. A proper estate plan can help:

  • Preserve assets and distribute them in the way your client chooses.
  • Protect minor children.
  • Secure a spouse or partner from financial hardship.
  • Ensure stability for your clients and their families in times of sickness or medical incapacity.

At Rethink Wealth, we provide estate planning for the Fort Worth and Houston areas.

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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