estate planning ends up saving your family time, heartache and money

Estate Planning

Estate planning on your own can be complicated and costly. And the to-do list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few.

Not knowing your legal and financial rights often ends up costing you more in the end.

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help. You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money. And we can help.

At every step, we'll be there with you...

  • We will help you clearly define your estate planning goals.

  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.

  • Evaluate and recommend estate planning options.

  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.

  • Decrease the problems and expenses associated with probate.

  • Lessen taxes at time of death.

  • Arrange for management of your estate in the event you are incapacitated.

  • Draft a working plan for conserving and effectively managing your estate after death.

  • Transfer the assets of your estate to heirs the way you want.

  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.

  • Amend your plan as needed.

You also receive help with...

  • Living Wills and Trusts.

  • Lifetime Family Wealth Transfers.

  • Family partnerships and other business relationships.

  • Leaving money to charities.

  • Preparation for estate and trust tax problems.

Let us take your tax and accounting needs off your hands today.

Contact Us

700 Milam St Ste 1300
Houston, Texas 77002

Our Other Locations

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:

Dallas

222 W Las Colinas Blvd, #1650E
Irving, TX 75039

San Antonio

700 N St Mary's St #1400
San Antonio, TX 78205

Seabrook

2511B Nasa Pkwy Ste A 203
Seabrook, TX 77586

Pearland

11200 Broadway St Ste 2743
Pearland, TX 77584

Galveston

6302 Seawall Blvd
Galveston, TX 77551