Estate Planning And Wealth Transfer
We provide a complete range of estate planning advice and services. Our experience and capabilities extend far beyond the writing of a will or the drafting of an advance medical directive. We serve the needs of high-asset individuals, small-business owners and other people needing sophisticated estate planning and asset protection solutions. Our estate planning practice is led by an attorney , who is Board-Certified in Estate Planning and Probate by the Texas Board of Legal Specialization.
Call our estate planning attorneys at 254-262-3925 for a free consultation.
can address these and other estate matters:
- Estate planning for high net worth individuals and families
- Tax minimization strategies
- Asset protection and risk management measures
- Trust creation and administration
- Business succession planning
- Elder law services and Medicaid planning
- Probate and estate administration
- Other estate law matters
Developing A Tailor-Made Estate Plan
Your family and financial situation is unique. With that in mind, attorney will take the time to understand you and your needs. He will listen carefully as you discuss your long-term goals, your values and your hopes for your family. will then develop an estate plan and documents designed to help you achieve your goals.
Business Succession Planning
has extensive experience helping business owners in the Waco area make and execute business succession plans. As experienced business law attorneys, we understand the financial, managerial and operational challenges involved in transitioning a business to a new owner and how to craft effective succession plans. We work together with your tax accountant, insurance agent, investment advisor and other financial professionals to create a plan that represents the best fit for the particular business.
You have spent your life building your business, and it represents a significant financial and emotional investment. Let us help you plan for a successful transition so that your business can continue to prosper and provide a source of employment for your loyal employees.
Efficient And Cost-Effective Probate Administration Services
Our law firm provides probate and estate administration services for executors of Texas estates living in Texas and elsewhere. For a reasonable fee, our lawyers can handle all aspects of the process. Our goal when serving you will be to complete the process as quickly and efficiently as possible, so the estate’s assets can be distributed to the beneficiaries of the estate.