Comprehensive Houston Estate Planning
Dedicated
Our Houston fiduciary advisors are in two convenient locations. We’re here to help you for as long as it takes to ensure you feel confident about your plan.
knowledgeable
We have decades of legal experience here in Houston, with members of our team featured on ABC News, NBC News, Fox News, and AZCentral.com.
Insightful
Texas has no inheritance or estate taxes, but other states and the federal level do. Receive simple but impactful advice from our Houston fiduciary advisors on how best to protect your family’s wealth going forward.
Let’s Build, Protect & Preserve Your Wealth Together
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.
Click any of the icons below to learn more about our personalized solutions.
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
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 a Houston estate planning attorney in Sugar Land or The Woodlands 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
Sugar Land, Texas
2245 Texas Dr, Suite 300
Texas 77478
The Woodlands, Texas
1790 Hughes Landing Blvd, Suite 400
Texas 77380
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!