Build, Protect & Preserve: Estate Planning in Texas
Work with a Dallas-Fort Worth estate planning attorney for end-to-end service. We offer wealth management and estate planning all under one roof, removing unnecessary complications and confusion.
DEDICATED
Work with a team that works diligently to make sure no detail goes unchecked.
KNOWLEDGABLE
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.
Prepare for the Future With Our Services
Our comprehensive estate planning services list simplifies this process, taking the confusion out of Texas estate planning forms and other potential roadblocks. Click the icons below to learn how we actively support our clients from beginning to end.
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 takes 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
Even More Services from Trajan Wealth
Our Texas fiduciaries don’t stop at estate planning. We also offer wealth management services and retirement planning. Schedule a free consultation now!
