DeRamus Wealth Management, Wealth Management Company Dallas Fort Worth TX

DeRamus Wealth Management, LLC
Wealth Management Company Dallas-Fort Worth TX
12655 N. Central Expressway, Ste. 1016, Dallas, TX 75243

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Phone: 972.235.9090


Wealth Advisor - Q212 DeRamus Wealth Management - Volume 6, Issue 2

In this issue:

  • Estate Planning - A Process, Not an Event
  • Why Your Estate Plan Will Need to Evolve
  • Events that Trigger Changes to Your Estate Plan
  • Changes Your Estate Plan Might Need
  • Tax Law Changes Can Affect Your Estate Plan
  • When Should You Review Your Estate Plan?
  • What if Your Estate Plan Needs Changes?

Wealth Advisor - Q112 DeRamus Wealth Management - Volume 6, Issue 1

In this issue:

  • An Introduction to Asset Protection Planning
  • The Planning Process and What to Expect
  • Levels of Asset Protection Strategies

Wealth Advisor - Q411 DeRamus Wealth Management - Volume 5, Issue 4

In this issue:

  • What the Debt Ceiling Debate Can Tell Us about the Estate Tax
  • Pet Trusts
  • NFA or “Gun” Trusts
  • Alimony Trusts
  • Test Your Knowledge
  • Planning Tips

Wealth Advisor - Q311 DeRamus Wealth Management - Volume 5, Issue 3

In this issue: 

  • Using the Power of Trusts to Spur Your Estate Planning
  • Changing the Focus For Now
  • What Do People Want from Estate Planning?
  • The Consequences of Not Planning
  • How to Find the Right Professionals to Help You
  • Harnessing the Power of Trusts in Your Planning
  • Test Your Knowledge
  • Planning Tips
DeRamus Wealth Management, LLC
12655 N. Central Expressway, Ste. 1016
Dallas, TX 75243
PH: 972.235.9090 | FX:469.484.7235

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DeRamus Wealth Management LLC. is an independent firm with securities offered through Summit Brokerage Services Inc., member FINRA/SIPC. Advisory Services offered through Summit Financial Group Inc., a Registered Investment Adviser.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we are registered in AL, AZ, CA, CO, FL, GA, LA, MT, NJ, OR, TX and VA. If your resident state is not listed, please contact us at 972.235.9090. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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