top of page
Image by Wynand van Poortvliet

Estate Planning

Thoughtful estate planning that protects your loved ones, honors your values, and ensures your wishes are carried out with clarity and care.

Your Legacy Plan, Designed for What Matters Most

Estate decisions are deeply personal and often emotionally complex. From trust design and beneficiary coordination to legacy giving and multi-generational wealth transfer, our estate planning services provide thoughtful, customized strategies that honor your values and support your long-term vision. You receive a thoughtful, personalized plan that honors your wishes and cares for the people you love.

Estate2-768x403.jpg

Your Estate Planning Features:​

  • Essential Documents Design/Analysis

  • Wills

  • Medical Power of Attorney

  • Durable Power of Attorney

  • Advanced Directives

  • Trust Design/Analysis

  • Donor Advised Funds

  • Charitable Trusts Report

  • Foundation Design

  • Spousal Trust Analysis

  • Family Limited Partnership Report

  • Establish Secure Link for Authorized People

  • Probate Flow Chart

  • Estate Tax Projection Report

  • Tax Efficient Inheritance Analysis

  • Estate Equalization Design

  • Legacy Discussions

  • Facilitate Heir Meeting

  • Create Outline for Future Discussion

  • Revocable/Irrevocable Trust

Your Estate Plan, Built Around Your Life

Estate planning is more than preparing documents. It is about protecting what you have built and honoring what you value most. At First Choice Financial Planning, we help you create a legacy that reflects your intentions, supports your loved ones, and reduces complexity during life’s most sensitive transitions. Whether you are establishing trusts, planning for generational wealth, or coordinating charitable giving, our approach is thoughtful, personalized, and grounded in long-term clarity. Your legacy deserves more than a plan. It deserves purpose.

CONNECT WITH US

Mon - Fri

8:00 am – 4:30 pm

First Choice Financial Planning: 333 East Bethany Drive, Suite I-110 Allen, TX 75002-3813   |  T 469.795.9231  |  F 469.519.4354  |  Maps and Directions

Disclosures:There are no warranties implied. First Choice Financial Planning LLC (“RIA Firm”) is a registered investment adviser located in Allen, Texas. First Choice Financial Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. First Choice Financial Planning LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of First Choice Financial Planning LLC website on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by First Choice Financial Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of First Choice Financial Planning LLC , please contact the state securities regulators for those states in which First Choice Financial Planning LLC maintains a registration filing. A copy of First Choice Financial Planning LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from First Choice Financial Planning LLC upon written request. First Choice Financial Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Choice Financial Planning LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and First Choice Financial Planning. First Choice Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James legal disclosures: https://www.raymondjames.com/legal-disclosures ​FINRA Broker Check: https://brokercheck.finra.org/​Dawson Private Wealth: www.dawsonprivatewealth.com

©2025 Website Designed by Butterfly House Marketing

  • Facebook
  • Instagram
  • LinkedIn
bottom of page