What We Do

Services

avoid court & family conflict

Proper Estate and Business Succession Planning is about making 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.

Family Estate & Legacy Planning

Family Estate & Legacy Planning is a holistic approach to estate planning that focuses on managing your wealth while you’re alive 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

You need a plan to control the destiny of your business upon your death or disability. Planning protects your business from internal disputes among family or unrelated business owners.