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Estate Planning in Texas

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Planning your estate is a crucial step toward realizing your personal and financial goals. Just as maintaining a retirement account, purchasing life insurance, contributing to a college savings plan, and managing your investments are important for your future, estate planning is fundamental to securing your overall financial legacy and gaining peace of mind.

At the Law Office of Dale A. Burrows, P.C., we understand that your estate planning portfolio will ultimately include some of the most important documents you will ever create for yourself and your family. Our attorneys are here to help you in drafting personalized wills, trusts, and advance directives to protect and provide for your family's future in the event of your incapacity or death. Each document is tailored to your specific circumstances to ensure you achieve both your lifetime and testamentary wishes.

Lewisville estate planning attorneys

The estate planning attorneys at the Law Office of Dale A. Burrows, P.C. assist in planning for a diverse range of clients, whether the need is for a simple Will or a more sophisticated, tax-planned Trust structure. Whether your assets are moderate or you have a multi-million dollar estate, our estate planning attorneys provide you with the expert planning and personalized attention that you deserve, regardless of whether your primary objective is naming a guardian for minor children or achieving ultimate estate tax savings. The scope and complexity of your Will or Trust depends entirely on your circumstances and your desires.

If you have already drafted a Will and advance directives or implemented a Trust during your lifetime, it is also important to have these documents reviewed on a regular basis. Perhaps you have experienced a marriage, divorce, birth, or substantial fluctuation in assets since you signed your documents. Perhaps your documents were created many years ago or in a state other than Texas. Changing federal and state tax laws can also dramatically impact the propriety and accuracy of your Will or Trust. It is imperative to visit with a trusted estate planning attorney upon a change in taxation laws or your personal circumstances to reassess and modify your documents as necessary.

At the Law Office of Dale A. Burrows, P.C., we have a great deal of experience in handling a variety of issues in the arena of estate planning—

  • Wills
  • Pour-over Wills
  • Testamentary Trusts
  • Revocable inter vivos Trusts (“living Trusts”)
  • Irrevocable Trusts
  • Federal estate and gift tax planning
  • Planning involving legal permanent residents and nonresident aliens
  • Powers of attorney
  • Directives to physicians (“living Wills”)
  • HIPAA releases

Have the strongest estate planning allowed by law

At the Law Office of Dale A. Burrows, P.C., we believe that successful estate planning begins with a healthy client-attorney relationship. We will be here for you every step of the way, ensuring that you are well informed about every step of the process. Call us today for an immediate consultation at 888-845-4119 or complete our contact web form.

 

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