Legacy Planning

Legacy Planning

From Business Growth to Personal Legacy – We’ve Got You Covered

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Because True Wealth Isn’t Just Measured in Dollars

It’s Measured in Impact

Building wealth is one thing—preserving and passing it on efficiently, strategically, and in line with your wishes is another. Whether you want to secure your family’s financial future, protect your assets from unnecessary taxation, or ensure your philanthropic vision lives on, legacy planning is essential.


At Assurance Wealth Management & Assurance Family Office, we don’t just draft estate plans—we engineer strategic, tax-efficient legacies. With an in-house estate planning attorney consulting on every case, we ensure that your wealth, values, and long-term vision are protected and executed with precision.



This isn’t just about passing on wealth—it’s about maximizing its impact for generations to come.

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Your Legacy, Your Terms – Our Expertise

Trusts & Estate Planning 

Protect & Transfer Wealth with Precision

Without a solid estate plan, your wealth could be subjected to hefty taxes, legal disputes, and unintended distribution. The goal of the estate planning attorney and our team is to create advanced trust and estate strategies that ensure:

Your assets are legally protected and transferred according to your wishes.

You minimize estate taxes and probate costs.

Your family and beneficiaries receive their inheritance in the most tax-efficient way.


Estate planning consulting services include:


Revocable & Irrevocable Trusts – Maintain control, minimize estate taxes, and protect your wealth.


Dynasty Trusts – Preserve your wealth across multiple generations.


Tax-Efficient Gifting Strategies – Reduce your taxable estate while strategically gifting assets.


Business Succession Planning – Ensure a smooth transition of your business while mitigating financial and tax implications.


Unlike firms that simply “set up a trust and walk away,” an estate planning attorney works directly with you to ensure your plan is comprehensive, customized, and legally airtight.


*Consultations provided by Henderson Law Group, PLLC

*Assurance Wealth Management and Henderson Law Group, PLLC are not affiliated

Charitable Planning  

Make an Impact That Outlives You

Your legacy isn’t just about wealth—it’s about how you use it to make a difference. Whether you’re passionate about philanthropy or looking for strategic charitable giving options, we help you maximize your impact while optimizing tax benefits.


Donor-Advised Funds (DAFs) – A flexible, tax-efficient way to give to charities you care about.


Charitable Remainder Trusts (CRTs) & Charitable Lead Trusts (CLTs) – Provide income to beneficiaries while supporting your favorite causes.


Private Foundations – Create a long-lasting philanthropic legacy that aligns with your values.


Tax-Advantaged Giving Strategies – Ensure your charitable contributions are financially efficient and legally structured for maximum impact.


A well-crafted charitable giving plan allows you to support the causes you believe in while strategically managing your wealth.

Why Work with Us?

Estate Planning Attorney – We have access to a dedicated estate attorney who consults on every legacy planning case, ensuring flawless execution and compliance with the latest tax and estate laws.


Tailored & Strategic Planning – Your legacy is unique, and so is our approach. We custom-build your estate and charitable planning strategy to match your vision, values, and financial goals.


Tax Optimization & Wealth Protection – Legacy planning isn’t just about passing on assets—it’s about reducing tax burdens and safeguarding your wealth for future generations.

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Let’s Build a Legacy That Lasts

Your legacy deserves more than a basic estate plan—it deserves a strategic, expertly crafted wealth transfer plan that maximizes impact, minimizes taxes, and secures your family’s financial future.



Schedule a private consultation today, and let’s ensure your wealth and values live on—exactly as you intend.


Legacy Planning for Those Who Think Generations Ahead

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Frequently Asked Questions

Here are answers to some of our most common questions. Can't find what you're looking for? Feel free to contact us.

  • Why is AWM so popular?

    At Assurance Wealth Management, we understand that effective wealth management is crucial for securing a prosperous future. As your trusted partner in Texas, we focus on providing personalized wealth management strategies that align with your unique financial goals. Our team of experts works diligently to ensure your wealth is protected and grows steadily through comprehensive planning and smart investment choices. With a deep commitment to your financial success, we offer innovative wealth management solutions that include retirement planning, asset protection, and estate planning. Whether you're planning for retirement or looking to optimize your investments, Assurance Wealth Management in Texas is here to guide you every step of the way. Reach out to us today and let us help you take control of your financial future!

    Let's Connect
  • What is a Fiduciary?

    A fiduciary is a professional entrusted to manage assets or wealth while always putting the client’s best interest first. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated. By law, they must act solely in the best interest of their clients.

    Speak with one of our Fiduciary Financial Advisors
  • What is a Family Office, and How Can It Benefit Me?

    A family office is a comprehensive wealth management solution designed for high-net-worth individuals and business owners who need more than just investment management. Our modern family office experience provides access to specialists in tax planning, estate planning, business advisory, and outsourced CFO services, without the need to hire a full in-house team.

    Learn More
  • How can AWM help with retirement planning?

    At Assurance Wealth Management, we understand that retirement planning is a critical component of financial stability. Our experienced advisors work closely with clients to develop comprehensive retirement strategies that reflect their unique goals and timelines. From figuring out the best savings plans to navigating the complexities of tax implications, we're here to help ensure a comfortable and secure retirement. Let us guide you on your retirement planning journey; schedule a consultation with us today to start planning for your future.

    Let's Connect
  • How Does AWM Differ from Other Wealth Management Firms?

    Unlike traditional wealth management firms, we go beyond just building an investment portfolio. Our holistic approach includes portfolio management, tax optimization, estate planning, business advisory, and risk mitigation—all tailored to high-net-worth individuals and business owners.

    Let's Connect
  • How Often Do You Meet With Clients?

    We have an open-door and open-phone policy, meaning we’re always available when you need us. Whether it’s a quick question or an in-depth strategy session, we’re here to provide constant communication and updates throughout every step of the process. Your financial goals are our priority, and we stay connected as often as needed to ensure you’re always informed and confident in your plan.

    Schedule your first meeting
  • Can You Work With My Existing CPA or Attorney?

    Absolutely! We frequently collaborate with CPAs, estate attorneys, and other professionals to ensure your financial plan is fully integrated. However, if you don’t have a trusted professional in certain areas, our Virtual Family Office provides access to top specialists in:

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  • Do You Only Work With Clients in The Woodlands and Houston, Texas?

    While we are based in The Woodlands, Texas, we work with clients throughout the country. Our virtual family office model allows us to serve high-net-worth individuals and business owners nationwide with our modern, specialist-driven approach.

    Book a virtual consultation
  • How Do I Know If I Need a Financial Advisor?

    If you have financial goals but aren’t sure how to reach them, a financial advisor can help. Whether you’re growing your wealth, planning for retirement, managing a business, or navigating complex investments, expert guidance ensures you’re making the right moves. If you’re feeling overwhelmed, uncertain, or simply want a strategic plan to maximize your financial potential, it’s time to consider a financial advisor.

    See if we’re the right fit for you
  • You offer a lot of services, how expensive are you?

    Our fees are structured to provide exceptional value while ensuring you receive a comprehensive wealth management experience that goes beyond just investment management. Unlike traditional financial advisors who charge a flat percentage for portfolio management alone, we provide a full suite of services, including tax planning, estate planning, business advisory, and portfolio management—all tailored to your unique financial situation.

    Schedule your free consultation to learn more
  • What Types of Clients Do You Work With?

    We work with a wide range of clients, including business owners, professionals, retirees, and high-net-worth families who want to grow, protect, and manage their wealth. Whether you’re planning for retirement, navigating a business transition, or seeking comprehensive wealth management, we provide personalized strategies tailored to your unique financial goals.

    See if we’re the right advisor for you
  • How Can I Get Started With Assurance Wealth Management?

    Getting started is simple! Schedule a consultation, and we’ll discuss your financial goals, challenges, and the best strategies for your situation. Whether you’re looking for investment guidance, retirement planning, or comprehensive wealth management, we’ll create a personalized plan to help you move forward with confidence. Contact us today to take the first step!

    Schedule your consultation today

How Can We Help You?

With over 65 years of experience, Assurance Wealth Management offers tailored solutions for retirement planning, tax optimization, and investment management. Contact us today to secure your financial future.

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Legacy Planning

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