Legacy Planning

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Secure Your Family's Future

Legacy planning is vital for ensuring your loved ones are taken care of and your wishes are honored after your passing. At Freedom Wealth, we understand the importance of comprehensive estate planning and offer tailored solutions to protect your legacy and provide for future generations.

Legacy Planning Services - San Antonio

Our Comprehensive Services:

» Charitable Giving & Trusts

Explore charitable giving options and establish trusts to support causes close to your heart while providing tax benefits for your estate.

» Beneficiary Reviews

Regularly review and update beneficiaries to ensure your assets are distributed according to your wishes, avoiding potential disputes and complications.

» Donor Advised Funds

Maximize the impact of your charitable giving with donor-advised funds, allowing you to support charitable causes while retaining control over distributions.

» Professional Relationship Management

Collaborate with experienced professionals, including estate attorneys and financial advisors, to develop a cohesive legacy plan tailored to your unique needs and goals.

» Generational Wealth Strategies

Implement strategies to preserve and grow your wealth for future generations, ensuring a lasting legacy of financial security and prosperity.

» Tax Strategies

Optimize your estate plan with tax-efficient strategies to minimize tax liabilities and maximize the value of your legacy for your beneficiaries.

Why Choose Freedom Wealth for Legacy Planning?

Our team of experienced professionals specializes in legacy planning and understands the complexities of estate planning in San Antonio, Texas. We provide personalized guidance and support every step of the way, ensuring your legacy is protected and your family’s future is secure.

Don’t wait until it’s too late to plan for your family’s future. Contact us today to schedule a free consultation and take the first step towards securing your legacy with confidence.

We Are Specialist At

Comprehensive Wealth Management

Retirement Goal Setting

Retirement Income

Social Security & Medicare


Retirement account consolidation

Custom Investing Strategies

Risk Tolerance

Portfolio Reviews

Managed Accounts

Stock, Bonds, Mutual Funds, ETF’s 

Private Equity

Tax Liabilities

Review of cost basis

Retirement Accounts

Contribution/Distribution Strategies

Investment mix

Life Insurance/Annuities

Long-Term Care Insurance

Disability Insurance


Emergency Funds

Personal Liability

Debt Management

TSP Transition assistance

Financial Education 


Savings Plans

Retirement Plans

Pension Review

Business Model Strategy

Employer-Sponsored Plans & 401(k) 

Business Succession

Key Person Protection

Employee Benefits

Charitable Giving & Trusts

Beneficiary Reviews

Donor Advised Funds

Professional Relationship Management

Generational Wealth

Expense Estimation

529 Plans

Coverdell Plans

Client Success Stories: Hear What Our Customers Have to Say!

Contact Our Wealth Management Team Today!

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