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  • Home
  • nVest
    • Meet The Team
    • About nVest, LLC
    • nVest in You
    • Create Wealth
    • Manage Wealth
    • Generational Wealth
    • Insurance Carriers
    • Privacy Policy
  • PRODUCTS
    • Life Insurance
    • Health >
      • Health Insurance
      • Medicare Advantage Plans
      • Medicare Supplement Coverage
      • Group Benefits
      • Critical Illness Insurance
      • Long Term Care Insurance
    • Annuities
    • Disability Insurance
    • Final Expense
  • Services
    • Debt Elimination
    • Financial Risk >
      • Tax Planning
    • Retirement
    • Estate Planning
  • Consultation
  • Contact

Leave Your Legacy

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Meaningful Ways to Leave a Financial Legacy to Your Heirs

1. Your Family Home & Personal Belongings

Be clear about your Family Home and Personal Belongings. Because the family home is so meaningful, if you are not clear it can cause conflict.

2. Vacation Homes can make for an excellent inheritance

One big area where people can leave a legacy is real estate, such as a second home or a vacation property. 

3. Create a Beneficiary

  •  Create a Beneficiary for your IRA
  •  Name a Child as Beneficiary for an  Annuity 
  •  Use Excess Distributions for a Second-to-Death Life Insurance Policy 
  •  Gift depreciating stock to charities 
(972) 532-3930
10226 Plano Rd.
Suite 100
Dallas, TX 75238
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nVest, LLC
5050 Quorum Dr. Suite 700
Dallas, TX 75254
(469) 453-6533
Click Here to Email Us

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