New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
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Estate Planning Articles: Establish an Estate Plan for Peace of Mind

Everyone has an estate plan - either the one they establish themselves, or the one the courts will mandate after their death. While creating an estate plan might not be something everyone looks forward to, the peace of mind it brings is priceless. One of the rewards of responsible wealth management is knowing that your hard work will continue to benefit generations to come.

Here you will find articles from New Dimensions Wealth Management, a financial planning team serving Allen, McKinney and North Texas, regarding effective estate planning.

Estate Planning Documents – Is your family prepared?

August 31, 2020 by Kristie Bueno 1 Comment

One of the first priorities for our financial planning and wealth management clients is to have appropriate estate documents in place. While most people consider estate planning documents to be their Will and/or Trust, they also include necessary Power of Attorney designations, Medical Directives and HIPAA designations. The combination of these documents allows an individual […]

Filed Under: Estate Planning Articles

Don’t Be Caught (dead) Without These Essential Estate Planning Documents

June 10, 2014 by Tiffany Finney-Johnson Leave a Comment

It’s no surprise that every financial planner suggests that clients have appropriate estate planning documents in place. But folks are often surprised that the suggestion applies to them. Many people don’t think they have sufficient assets to justify an “estate” plan.  Some already have a will, never mind that it’s older than some of their (grown) […]

Filed Under: Estate Planning Articles

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550 S. Watters Road, Suite 242
Allen, Texas 75013

More About Us

For more than 20 years I have been helping individuals in Allen, McKinney, Plano and the surrounding areas plan for their financial futures. I am fortunate to love my work and look forward to meeting with my clients and helping them achieve their financial goals each day. Read More…

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For more than 15 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their financial goals.

I'd love to help you reach yours. Read More…

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