If you're a current client, thank you for giving us the opportunity to fulfill your legal needs. This website was designed with you in mind. We hope that you will learn more about our practice and answer any questions you may have. We invite you to browse through and bookmark it so that you can return to it later.
We would be pleased to hear from you, so contact us via telephone or email with your questions, comments or concerns. Alternatively, we would be happy to set up an appointment for an initial consultation. We will working in our office, but will only be available by appointment until further notice.
We would be pleased to hear from you, so contact us via telephone or email with your questions, comments or concerns. Alternatively, we would be happy to set up an appointment for an initial consultation. We will working in our office, but will only be available by appointment until further notice.
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While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
Kevin P. Shay is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a C.P.A. He works with individuals and small business owners with the planning of their estates, including providing for the management of his client's financial affairs in the event they become incapacitated.
Many parents put off estate planning because they do not think they have substantial assets to protect. This outlook is common among young adults who think they have plenty of time to accumulate wealth and plan for it at a later date. However, in failing to create a proper estate plan, many parents cannot adequately protect their children.
Many people have preconceived notions about trusts and believe that they are only for multi-millionaires who wish to leave large trust funds to their children. However, this is far from the truth; trusts can be invaluable tools in the estate plans of millions of individuals. Trusts are simply an arrangement where one party holds property on behalf of another party.
You've worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.
Our firm regularly assists affluent families with such sophisticated planning strategies as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.
Our firm regularly assists affluent families with such sophisticated planning strategies as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.
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Richard Gong
Dec 06, 2020
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