2121 Sage Road, Suite 305, Houston, Texas 77056
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Services
Estate Planning
Estate planning is not just for the wealthy, estate planning is for everyone. Most people think about taxes or think they don't have enough assets for an estate plan. In reality an estate plan is simply setting forth a plan to be followed at your passing and at your incapacity. Without one, the court will decide your plan for you, and you may not like it.
Everyone can benefit from having an estate plan of their own, one designed and implemented by an attorney who focuses on this area of the law. Without your own plan, the state will control how your assets are distributed after you pass away. The state does not know or care that your wishes regarding “who gets what” are carried out. Nor does the state care that costs are minimized, your assets are distributed in a timely manner, or your family remains intact. Rather, the state simply follows its predetermined plan for you.
Another reason you need a customized plan of your own is to make sure that a person of your choosing has the authority to make medical and financial decisions on your behalf if you become incapacitated. Without your own plan, someone may have to petition the court to gain control over your assets and medical care in what is known as a guardianship proceeding. The person who petitions the court could be someone you would never have wanted to make important decisions like these for you.
Business Planning
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning.
We assist with business formation. When you form and structure your business, you are laying a foundation and need to make sure it is solid. This foundation must address the immediate needs of your business, its future success, and offer protection against potential personal liabilities associated with owning and running a business. By creating individualized plans for each client, we can ensure these needs are met.
Another important aspect of business planning is business succession planning. This addresses the manner and timing of your exit from your business. Whether you want to pass your business on to members of your family, or you want to sell your business to your employees or an outside party, we can help you accomplish your goal.
Tax Matters
Nobody wants to have trouble with the IRS. Whether you are the subject of an audit, your bank account or wages have been levied, or you are in a dispute with the Internal Revenue Service over unpaid taxes or unfiled returns, an attorney can help protect your rights. We handle a wide range of tax controversy matters for both individuals and businesses.
Probate and Trust Administration
We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process. It is our goal to ensure the estate plan is fulfilled according to the clients’ wishes.
Special Needs Planning
We work closely with families by creating tailored plans that help preserve government benefits while having their loved ones cared for in all areas of their life: financial, education, medical and most importantly, their emotional and personal needs in the future.
We will collaborate closely with you to gain an understanding of your priorities for the care of your special needs loved one, help you obtain that care, explain your options, and analyze your financial situation to determine the benefits available to you. Then we will design and implement a customized plan to meet your loved one’s needs now and in the future.
Elder Law
Our law firm helps clients create a plan to handle their affairs in the event they are incapacitated by illness or injury before the pass away. Some tools include using a Qualified Income Trust/Miller Trust. Our plans also include planning to avoid Guardianship proceedings.
That said, if you are faced with a guardianship or conservatorship proceeding involving a minor child or an incapacitated loved one, you do not have to go through it alone. We can guide you through every stage of the process while protecting your interests and those of your loved one.
Advanced Planning
Asset Protection Planning
Asset protection consists of two main goals. First, protect you and/or your spouse while you are alive, and second protect your heirs’ inheritances after you are gone, all from creditors and predators (including divorce). Your children may even need protection from their own poor decisions if they are not yet responsible enough to manage an inheritance by themselves.
Advanced Estate Tax Planning
The goal of tax planning is to help you leave the largest possible amount of your assets to your heirs, a charity of your choosing, etc. While limiting the government's portion of all that you have worked so hard to achieve. We can use a variety of tools and strategies to minimize or even eliminate your tax burden. The comprehensive plan we design for you can also provide the flexibility needed to deal with changes to the tax codes.
Charitable Gifting
Charitable gifting is an excellent way to reward the people and institutions that have come to mean the most to you over the course of your life. When done properly, charitable giving can also allow you to take advantage of certain tax deductions and ensure that the greatest possible amount of your gift goes to the recipients of your generosity rather than the government.
Retirement Trusts
We help ensure clients and their beneficiaries are protected by employing tax reduction techniques. Strategies include the complex areas of estate planning such as IRAs and other retirement plans.