• 254-233-7300
  • harvey@harveylcox.com
  • 1600 Lake Air Drive Suite 103 Waco, Texas 76710

Let Us Show You How
To Build a Financial
Fortress to Protect
Your Assets

Our Family Estate & Business Planning focuses on protecting your assets from creditors, predators, lawsuits, judgments, liens, and greedy relatives.

A New Perspective on Estate Planning

What We Do

Historically, the focus of estate planning has been death and taxes. Only making plans for transferring assets at death and paying taxes does not help you during your lifetime. It is a wrong perspective.

We help you change your focus. Our new perspective on estate planning focuses on financial, retirement, business succession, charitable, medical, disability, legacy, and gift planning.  

Explore What We Can Do To Help You Avoid court & Family Conflict

Your primary concern in Estate and Business Succession Planning is to make sure your assets transfer to your family without causing conflict, without unnecessary expense or delay, and without making the entire process open to the public. Our planning process helps you achieve these goals.

Services

Family Estate & Legacy Planning

Estate & Legacy Planning is a holistic approach to estate planning, focusing on managing your wealth during your lifetime, and distributing it according to your wishes after death with a clear plan to pass on your legacy.

Family Asset Protection Planning

Protecting your assets from the claims of creditors is an important, but often overlooked, aspect of estate planning. Texas law provides you many legal ways to protect your assets from creditors and predators.

Business Asset Protection Planning

If you’re a business owner, your company is likely your biggest asset. In addition to accounting for it in your estate plan, you should implement a plan to make sure the business remains a viable asset for your heirs.

Business Succession Planning

Plan and control the destiny of your business upon your death or disability. Planning protects your business from internal disputes among family or unrelated business owners.

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Quick Contact

Office information

  • 1600 Lake Air Drive, Suite 102
  • Waco, Texas 76710
  • 254-233-7300
  • harvey@harveylcox.com

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