Comprehensive Dallas-Fort Worth Estate Planning
Preparing for the future is much more complicated than it used to be, from spelling out your health care directives to navigating estate taxes. Not to mention communicating your wishes to your loved ones and others who need to understand them.
We see how tricky this system can be and want to make it easier. Our approach puts you in the center while our Dallas-Fort Worth estate planning attorneys and support staff take care of the details.
Dedicated
Work with a team that works diligently to make sure no detail goes unchecked.
knowledgeable
Our Dallas team offers decades of legal experience and only work on estate legal matters.
Insightful
Let us handle Texas estate tax and other matters as we maximize the potential of your assets.
Build, Protect, Preserve: Estate Planning in Texas
Work with a Dallas-Fort Worth estate planning attorney for best-in-class, end-to-end service. We offer wealth management and estate planning in under one roof, removing unnecessary complications and confusion.
Prepare for the Future With Our Services
Living Trusts and Wills
Put together specific instructions so everyone is on the same page
Estate Tax Planning
Work with our team to maximize your bequeathments (and minimize unneccessary taxes)
Asset Protection Planning
Safeguard your assets, ensuring they go where you intend
Does Texas have an estate tax?
Good news, Texas does not have an estate tax. Even better, as of 2015, Texas has no inheritance tax. However, depending on your circumstances, you may still be subject to federal estate taxes. Our Dallas-Fort Worth estate planning attorneys can help you determine what you are liable for and what steps you need to take.
Your Place for a Texas Living Will
Putting together a living will take the guesswork out of your wishes. These specific instructions dictate where your assets go in the event of your death or incapacitation. Such an informative document needs to be executed by professionals. When you work with Trajan Wealth, our Dallas-Fort Worth estate planning attorney and support staff meticulously assemble the documents that state and preserve your legacy.
Living Trusts: Plan for the Best Possible Outcome
Not all living trusts are created equal, and some will not offer you the protection it initially promised. Luckily, our trusted Texas lawyers have your best interest at heart. During your Texas estate planning appointments, our team will put together comprehensive living trusts that accurately reflect your wishes and unique circumstances, no matter how involved they are.
Many of our clients have questions about living trusts. To help, we have broken down the differences between our living trusts and discount options.
Features
our
Trusts
Discount Trusts
Avoid probate (If properly funded)
YES
MAYBE
No charge for emails and phone calls with an attorney
YES
NO
Trust funding – including out of state property
YES
NO
No contest / alternative dispute resolution procedures
YES
NO
Coordination with banks/financial institutions
YES
NO
Integration of business interests with an estate plan
YES
NO
Communication with other professionals like CPA’s
YES
NO
Attorney – client relationship / estate planning expertise
YES
NO
Notifications of changes in the law
YES
NO
Solutions for clients with no children / no trustees
YES
NO
Advanced planning advice – charitable, business, etc.
YES
NO
Special needs provisions
YES
NO
Estate tax minimization provisions*
YES
NO
Creditor, divorce, substance abuse protection for heirs*
YES
NO
Sub-trusts – heirs can manage independently*
YES
NO
Trust protector provisions*
YES
NO
*Additional legal work. A separate fee may be incurred.
Visit our Dallas-Fort Worth Offices
If you’re looking for help with estate planning in Texas, look no further than Trajan Wealth. Complimentary introductory meetings are available virtually or in person at one of our Texas offices. Ready to get started? Schedule an appointment with our team.
Trajan Wealth Locations in the Dallas area
Arlington, Texas
2000 E Lamar Blvd, Suite 600
Texas 76006
Fort Worth, Texas
1751 River Run, Suite #200
Texas 76107
Frisco, Texas
5285 Dallas Pkwy, Suite 410
Texas 75034
Southlake, Texas
550 Reserve St, Suite 190
Texas 76092
McKinney, Texas
2150 S. Central Expressway, Suite 200
Texas 75070
Even More Services from Trajan Wealth Texas
Our Texas fiduciaries don’t stop at estate planning. We also offer wealth management services and retirement planning. Schedule a free consultation now!