Estate and Gift Planning

estateSecure your family’s future with estate and gift planning

Current estate and gift tax laws are structured in a way that could impact families with significant tax costs.  Securing your family’s future requires careful planning by professionals that understand the complex tax laws and keep up with the changes. We will uncover any challenges and then offer solutions that fit your needs.

If your estate and gift tax planning hasn’t been reviewed by a qualified, trusted advisor within the past year, you should set aside time to speak with us.

  • Charitable lead and remainder trusts
  • Estate tax returns
  • Family limited partnerships
  • Gift tax returns
  • Insurance trusts
  • Texas community property rules