Estate Planning – Service List
Gifting Strategies
Optimize the impact of your gifts while reducing potential liabilities
Guidance on choosing tax-efficient structures for gifts
Multi-generational wealth planning
Integrate planning across multi-generational families to help secure your legacy for years to come
Work to help ensure proper set up through beneficiaries, wills/trusts so your wishes are clear
Ability to work with family members for advice/guidance
Wealth Transfer Coordination
Helping inheritors understand options with guidance
Work with executors/trustee to review details
Network of resource attorneys
Titling of Assets
Guidance and support with seamless transition of assets
Reviewing and ensuring assets are properly set up
Beneficiary Designation
Ongoing monitoring and adjustment of asset titling to adapt to changes in your financial situation or legal landscape, helping ensure your assets are protected and aligned with your long-term objectives
Nuanced discussion of what a beneficiary might expect on tax or process at inheritance
Assign Executors, Guardians, and Power Of Attorney Agents
Ability to contact and guide each on the expectation of their respective role
Work with our clients to find appropriate fits and solutions for their needs
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Contact us today to learn more
Fill out this form for a complimentary consultation and let the journey begin.
The Smith Anglin team will help you...
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Evaluate your goals
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Review your investment portfolio
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Build and optimize a legacy plan
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Live by design rather than default
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org