Let’s Build, Protect & Preserve Your Wealth Together
You deserve an end-to-end service for your Houston estate planning needs. We’re happy to provide that at Trajan Wealth. Our legal team works under the same roof as our financial advisors. This means we provide wealth management and estate planning options, all in one place.
DEDICATED
We’re here to help you for as long as it takes to ensure you feel confident about your plan. We have fixed-fee pricing for all services with absolutely no hourly rates.
KNOWLEDGABLE
We have decades of legal experience and our attorneys only practice estate law. We’ll help you design a plan that honors your wishes and preserves your wealth.
INSIGHTFUL
Texas has no inheritance or estate taxes, but other states and the federal level do. Receive simple but impactful advice from our attorneys on how best to protect your family’s wealth going forward.
Get Your Estate in Order
Planning your estate involves many steps, which means it’s never too early to get started. Our team of Houston fiduciary advisors will prepare you and your family for what’s to come with our proven estate planning process.
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 unnecessary taxes).
Asset Protection Planning
Safeguard your assets, ensuring they go where you intend.
Writing Up a Living Will vs. Houston Estate Planning
You’ve likely heard of a living will before. That’s the legal document that encapsulates your specific instructions for your assets and dependents in the event of your death or incapacitation.
So, how does estate planning figure into that process?
We like to think of estate planning as an umbrella term for your future plans, of which a living will is just one aspect. Between estate taxes, charitable giving, and your living will, you’ll find you have a lot of considerations to navigate.
Planning for the Future
Thinking ahead for your family is one of the best things you can do for them. At Trajan Wealth, you can work with an estate planning attorney to ensure you and your loved ones are ready for a smoother financial journey.
Get Started On Your Houston Estate Planning Today
Estate planning can feel overwhelming, especially when your wealth and inheritances may be spread far outside the Houston area. By starting with Trajan Wealth today, you can start breaking it down into manageable steps and enjoying the peace of mind that comes with your Houston retirement plans. Contact us to begin your free consultation with the Houston fiduciary advisors at Trajan Wealth.
Are you interested in a living trust? Our Houston lawyers have crafted trusts that help you avoid costly and time-consuming problems that arise with other discount trusts you may be considering.
Here are a few FAQs for our living trusts at Trajan Wealth:
| 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 One Of Our Houston Offices
If you’re looking for help with retirement planning in Texas, look no further than Trajan Wealth. Complimentary introductory meetings are available virtually or in person at one of our Houston offices. Ready to get started? Schedule an appointment with our team.
Trajan Wealth Locations in Houston
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!
