Wills | Trusts | Estate Planning | Probate | Guardianship

Thoughtful

Estate Planning

= Peace of Mind

Trusts Attorney Serving Ft Worth, TX

Convenient. Virtual. Service.

We specialize in providing comprehensive trust services tailored to meet your unique needs. Whether you're looking to reduce taxes, protect your assets, or support charitable causes, we are here to guide you every step of the way. Our experienced team understands the complexities of trust law and is dedicated to creating solutions that align with your goals and values.

We take pride in offering personalized attention and expert advice, ensuring that your trust is structured to provide maximum benefit and peace of mind. From setting up revocable and irrevocable trusts to establishing asset protection and charitable trusts, we are committed to helping you navigate the intricacies of estate planning with confidence and ease.

“Estate planning isn’t just for the wealthy, it’s for everyone, everyone who wants to protect their family and prepare for the future".”

Why Establish A Trust?

Establishing a trust offers numerous advantages that can significantly enhance your estate planning strategy. By setting up a trust, you can ensure that your assets are managed and distributed according to your specific wishes, providing clarity and control over how your wealth is handled after you’re gone. Trusts can also help reduce your tax liabilities, including capital gains, income, and estate taxes, potentially saving you and your beneficiaries a substantial amount of money. Additionally, trusts can offer protection against creditors and legal judgments, safeguarding your assets from unforeseen claims. They also provide the flexibility to allocate funds to charitable causes while creating a sustainable income stream for yourself or your loved ones. Overall, a well-structured trust can streamline the management of your estate, minimize tax burdens, and ensure that your assets are distributed in a manner that reflects your intentions and values.

Correcting Errors In A Trust

Trusts are powerful tools for estate planning, but errors in their setup can lead to significant issues. One common mistake is selecting the wrong type of trust for your needs. Each trust serves a specific purpose and choosing the wrong one can undermine your goals. Another issue is forgetting to include a spouse or other beneficiaries, which can lead to unintended outcomes. Not titling your assets correctly is another frequent error; assets must be properly transferred into the trust to ensure they are managed as intended. Additionally, poorly selecting your trustee can result in mismanagement or conflicts, so it's crucial to choose someone reliable and capable.

Incorporating a trust into your estate plan can provide significant benefits, from minimizing taxes to protecting your assets and fulfilling charitable goals. At our firm, we understand the complexities of trust management and are dedicated to ensuring that your trust is set up and maintained correctly. Whether you need assistance with creating a trust, managing trust assets, or correcting any errors, our experienced team is here to help.

If you’re looking for a knowledgeable and reliable trust lawyer, we are here to provide the expert guidance you need. Contact us today to schedule a consultation and take the next step towards securing your estate and achieving your financial goals. Let us help you navigate the trust planning process with confidence and peace of mind.

Areas of Practice

Trusts

Probate

Probate refers to the legal process of administering a deceased person's estate. The court reviews the will to determine if it is valid and provides a final ruling on the division and distribution of assets to heirs and beneficiaries based on the will. If a  person dies intestate, or without a will, the court divides the estate according to state law. LEARN MORE

A guardianship typically involves the appointment of someone to manage the medical and physical care of a person with limited capacity such as a special needs child or a person with physical or intellectual disabilities. A conservatorship is a court order that appoints someone to oversee the financial affairs of a minor or a person who is incapacitated. One person can serve in both roles. LEARN MORE

A will and last testament form the foundation of an estate plan and are the key instrument used to ensure that the estate is settled in the manner desired by the deceased. While there is more to an estate plan than just a will, it is the presiding document the probate court uses to guide the process of settling an estate. LEARN MORE

Guardianships

Wills

Like a will, a trust provides for distribution of assets based on the deceased’s wishes. But unlike a will, a trust can protect assets from creditors and avoid taxes and the cost of probate. It can provide for control and future direction of assets long after the deceased person’s passing. Special needs trusts can permit a disable child or parent to receive income from the trust while still retaining public disability benefits like Medicaid.  LEARN MORE

Estate Planning

Everyone has an estate, it’s everything you own, your home, your accounts, your cars, and you probably have very specific ideas where and to whom you want your money to go after you pass. Because if you don’t, the state will be very happy to tell you exactly where your money will be going, and you and your heirs may not like it. Take charge of your estate. LEARN MORE

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffet

Frequently Asked Questions:

  • Trusts can help avoid probate, reduce estate taxes, and provide clear instructions for the distribution of assets.

  • Your trust remains valid; however, you should review and potentially update it to comply with the laws of your new residence.

  • Trusts can affect your income and estate taxes. It's important to consult with a tax professional to understand the implications.