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Wealth Transfer

Painter & Johnson Financial has spent the last 38 years helping clients throughout Texas create wealth transfer plans to maximize what they can leave to their heirs, community, charities, and religious institutions.

Estate tax laws are constantly changing. Working with prominent estate planning attorneys, Painter & Johnson Financial will review your wealth transfer needs and help you develop a plan that allows you to direct your assets in the manner you desire, even after your death.

We will listen carefully to your specific needs. Whether it is providing for the care of a dependent, or ensuring that assets do not need to be sold to cover estate taxes, we have experience in helping establish procedures to direct your assets according to your wishes.

Early, and well-informed planning can help you maximize your assets after your death, direct them to the individuals and institutions you want to benefit from your lifetime of hard work, and take full advantage of the benefits offered to you in the federal estate tax code.

* WFG Investments, Inc. and Painter & Johnson Financial do not provide tax or legal advice.

Call us today to discuss ways in which we can help you plan for managing your assets.

These products and services are offered under WFG Investments, Inc.

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