Whether a wealth-and-estate plan involves a simple will or a series of complex business entities and trusts, we help clients manage and protect their assets through effective tax, investment and personal planning strategies. Our lawyers develop personalized estate planning solutions that are carried out the way each client intends, thus maximizing financial benefits while minimizing taxes and fulfilling fiduciary responsibilities.
These plans often involve the preparation of documents to affect lifetime and testamentary dispositions including:
- Management Trusts
- Trusts for Children and Grandchildren
- Life Insurance Trusts
- Grantor-Retained Annuity Trusts
- Charitable Remainder Trusts
- Business Associations - Limited Partnerships and Limited Liabilities
- Companies, Corporations, etc.
- Asset Protection Planning
401 Main Plaza, Suite 200 ♦ New Braunfels, TX 78130
Phone: (830) 625-8026