Working through the intricacies of estate planning can be a daunting endeavor. Our Estate Trust Services in Dallas and Houston help high-net-worth individuals nationwide design legacies that will serve their families and communities for years to come.
We have estate planning professionals who can help you navigate trust and estate administration. We are able to serve as executor and trustee to carry out your wishes. We can also help you express your charitable giving priorities and make decisions on wealth transfer by collaborating with your attorney to document your wishes.
Managing estate taxes can have tremendous impact on a legacy plan
Dividing and distributing assets is often a key concern for clients
Determining an executor or trustee who will carry out your wishes
Expressing a client’s wealth transfer priorities can streamline estate settlement
Navigating trust and estate administration with knowledgeable and experienced staff
Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital platform.
