Financial planning - Estate and legacy
Estate planning that keeps the tax picture in view.
Estate tax exposure, gifting strategy, trust tax questions, and beneficiary coordination, working alongside your estate attorney.
WHO IT'S FOR
Planning that fits a specific situation.
- Households with estates that may approach federal or state estate tax thresholds
- Families planning lifetime gifts to children, grandchildren, or charity
- Owners of a business or real estate that needs an ownership transfer plan
- Anyone reviewing beneficiary designations after a marriage, birth, or death
WHAT'S INCLUDED
Estate tax review
A look at current estate value, exemption use, and exposure under current law.
Gifting strategy
Annual exclusion gifts, larger lifetime gifts, and the tax reporting they require.
Trust tax coordination
How trust income is taxed and what it means for funding and distributions, alongside your attorney.
Beneficiary and titling review
Checking that account titling and beneficiary forms actually match the plan.
01
Free consult
A direct 30-minute call to understand your situation, timeline, and the decisions ahead.
02
Written plan
A clear, tax-aware plan: what to do now, what to monitor, and the order to do it in.
03
Coordinate
We loop in your attorney, investment advisor, or insurance agent when an issue calls for one.
04
Review
Planning is revisited as tax law, income, and family circumstances change.
Do you draft wills or trusts?
No. Legal documents are drafted by your estate attorney. The firm handles the tax analysis and coordinates so the documents and the tax plan agree.
Do I need estate planning if I am not wealthy?
Beneficiary designations, account titling, and basic planning matter at any level. The estate tax work matters most for larger estates.
Can you work with my attorney?
Yes. Estate planning works best when the CPA and attorney coordinate, and the firm is set up to work that way.
MORE PLANNING AREAS
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will map the planning questions and confirm scope before any work begins.