From simple wills to complex trusts, create a comprehensive plan that protects your assets and ensures your wishes are honored. Planning today gives your family peace of mind tomorrow.
Schedule ConsultationA well-crafted estate plan begins with a properly executed will that reflects your wishes and protects your beneficiaries. Beyond basic wills, trusts offer powerful tools for asset protection, tax minimization, and ensuring your legacy.
I work with Texas families to create comprehensive estate plans tailored to their unique circumstances, whether you need a simple will or complex trust structures to protect significant assets and provide for multiple generations.
Estate planning extends beyond asset distribution. You need trusted individuals who can make financial and medical decisions if you become unable to do so. Powers of attorney and healthcare directives are essential components of any estate plan.
These documents ensure your affairs are managed according to your wishes during periods of incapacity, preventing family conflicts and court intervention when you need care and support most.
Smart estate planning minimizes tax burdens on your beneficiaries while maximizing the wealth you can transfer. Through strategic use of trusts, gifting programs, and business structures, we can significantly reduce estate and gift tax exposure.
For high-net-worth families, advanced techniques like grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), and family limited partnerships can provide substantial tax savings.
If you own a business, estate planning becomes more complex but even more critical. Without proper succession planning, your life's work could be lost to taxes, family disputes, or forced liquidation.
I help business owners create comprehensive succession plans that preserve value, minimize taxes, and ensure smooth transitions whether to family members, key employees, or outside buyers.
Protecting your wealth from potential creditors, lawsuits, and other threats requires proactive planning. Asset protection strategies must be implemented before problems arise and must balance protection with accessibility and tax efficiency.
Through domestic and offshore trusts, limited liability entities, and strategic asset titling, we can create multiple layers of protection for your family's wealth while maintaining compliance with all applicable laws.
Experience, attention to detail, and personalized service for Texas families building lasting legacies.
We address all aspects of estate planning, from basic wills to complex trust structures, ensuring complete protection for your family.
Strategic planning minimizes tax burdens and maximizes the wealth you can transfer to your beneficiaries.
Every plan is tailored to your family's unique circumstances, values, and long-term objectives.
We keep your estate plan current with changing laws, life circumstances, and family needs.
Personal attention and clear communication throughout the planning process and beyond.
Deep knowledge of Texas estate and trust laws ensures optimal outcomes for your family.
Estate planning is one of the most important gifts you can give your family. Don't wait—start building your legacy protection plan today.
Call (817) 769-2750