Let’s write your story.
Planning for a future without “you” in it is daunting. We have spent years perfecting an approach to the process that will put you and your loved ones at ease, knowing a plan is in place and the future is secure. We call it writing your story. We will work together to develop a plan, carefully consider and select people for each role in your story, and compose the script (your estate plan) to tie it all together.Ready to write your story?™
Estate Planning
Probate of Estates
Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.
Business Consulting
Starting a business is a big step, and we are here to help make sure you are taking all of the steps needed during startup and formation to do it right. Let us help you achieve your business goals.
“Our mission is to help Texas families plan for their future and assist Texas small businesses to achieve their goals.”
Latest Article
Guardianships of Minors and the Trust Solution
Life insurance policies and retirement policies are examples of “non-probate assets.” These accounts will transfer to the beneficiaries named in those policies upon the death of the account holder. We have often heard clients previously advised to name the...
Guardianships of Minors and the Trust Solution
Life insurance policies and retirement policies are examples of “non-probate assets.” These accounts will transfer to the beneficiaries named in those policies upon the death of the account holder. We have often heard clients previously advised to name the...