Texas Estate Planning Lawyer
Estate planning is a concept that is often too narrowly limited to protecting assets and minimizing tax liability. Additionally, estate planning is not just for wealthy individuals. Our lawyers take the time to investigate each client's situation so that a comprehensive plan can be proposed.
Thorough estate planning should consider preservation of assets, future asset transfer, tax implications, probate substitutes, end of life planning, and planning for potential incapacity. Sometimes it can be necessary to involve a variety of professionals including Certified Financial Planners and tax experts to achieve a client's goals.
Each client will require a different solution according to that client's situation. A simple estate planning solution may consist of only a will, medical and statutory power of attorneys, and adding the appropriate beneficiaries to insurance policies and financial accounts. More complicated solutions could involve strategies such as entity formations, marital property agreements, and testamentary trusts.
Our firm commonly handles the implementation of estate planning solutions for clients with a broad range of needs. Feel free to use the form below or call our office for a free consultation regarding your estate planning needs. Please remember that our firm does not provide tax advice, and will always recommend the retention of a tax professional.