Get in Touch
We’d truly love to hear from you! Whether you have a question, feedback, or simply want to share your thoughts, we’re here to listen. Your input helps us improve and better serve you. Please take a moment to reach out, and a member of our team will be happy to respond as soon as possible.
Phone
817-670-5161
sales@legacywealthco.com
F.A.Qs
Do Texas families need a trust or just a will?
In Texas, a will ensures your assets pass according to your wishes, but a trust can help your family avoid probate court, reduce taxes, and provide clearer control of your estate. Families in Frisco and Collin County often benefit from combining both.
Is estate planning different in Collin or Denton County?
The core principles of estate planning are the same across Texas, but each county may have unique probate courts and filing requirements. Legacy Wealth Academy works with Frisco families to ensure estate documents meet both Texas and local county regulations.
At what age should I get life insurance in Texas?
The younger you are when purchasing life insurance, the lower your premiums will be. Many Frisco families begin coverage in their 20s or 30s to lock in lower rates, but it’s never too late to protect your family’s future. Did you know, you can secure a permanent life insurance policy on a child as young as 14 days old?
How does retirement planning work for North Texas families?
We design retirement plans that reduce tax exposure and grow wealth in a way that fits the Texas lifestyle. For example, many Frisco and Plano clients use annuities and Roth strategies to ensure lifetime income without overpaying taxes.
What is Infinite Banking and how does it benefit Texas residents?
Infinite Banking uses cash value life insurance to let Texas families borrow against themselves instead of banks. Frisco clients use it to finance purchases, grow generational wealth, and ensure liquidity while keeping money within the family.
Do you work only with clients in Frisco?
Legacy Wealth Academy is based in Frisco, TX but we also serve families in surrounding cities like Plano, McKinney, Prosper, and Little Elm throughout North Texas. We also have hundreds of remote client throughout the country!