Every adult, no matter their financial status, needs a will. We understand that every estate planning case has its own unique set of circumstances, and we are committed to helping individuals, families and business owners ensure that their wishes are clearly expressed and carried out.
Parents of minors, in particular, must have a plan in place for guardianship in case of tragedy; in addition, they must establish a documented financial roadmap for ensuring their children’s care and support in their absence. Others might need guidance on complex estate planning to minimize the effect of federal estate and gift taxes, and some might need assurance that their end-of-life wishes will be honored.
Regardless of the situation, we meet with our clients and take the time to completely understand both their assets and their wishes, and present them with guidance and options for ensuring that their directives are legally documented and absolutely crystal clear.
In addition to planning for the future, we help families administer a deceased loved one’s estate according to an existing will (or according to Texas law if there is no will), and also frequently represent third-party fiduciaries such as executors, administrators and trustees in estate administration proceedings.
We help you plan for, and later execute, the transfer of your assets to family, friends and charitable organizations in a tax-efficient manner.