Having a proper plan in place protects your family and ensures your wishes are followed. We help individuals and families create clear, legally sound estate plans.
Without a will or estate plan, Texas law determines what happens to your assets — and it may not reflect your wishes. Proper planning protects your family, simplifies probate for loved ones, and gives you peace of mind.
A will is the foundation of any estate plan. It specifies how your assets are distributed, names an executor, and can designate guardians for minor children.
A living trust allows your estate to transfer to beneficiaries without going through probate — providing privacy and efficiency for your family.
Used for asset protection, tax planning, or caring for a loved one with special needs. We help you understand when an irrevocable trust makes sense.
Designed to benefit a person with disabilities without disqualifying them from government benefits like Medicaid or SSI.
Designates someone to manage your financial and legal affairs if you become incapacitated — a critical document for any complete estate plan.
Healthcare power of attorney and living will — so your healthcare wishes are known and legally documented.
Most estate planning matters are handled on a flat-fee basis. No billing surprises. No hourly charges. We agree on the cost before we begin.
Get StartedJoe's dual credentials in law and accounting allow him to address the financial and tax aspects of your estate plan that other attorneys may miss.