Broker Check

Houston Office

12 Greenway Plaza,

Suite 1100
Houston, TX 77046

Estate Planning

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and after death, while minimizing gift, estate, generation skipping transfer, and income tax, Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can be determined by the specific goals of the client, and may be as simple or complex as the client's needs dictate. Guardians are often designated for minor children and beneficiaries in incapacity.

For more information on Estate Planning Financial services, contact me today.

Suggested Content

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Learn More
Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More
When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
Learn More

Connect With Us To Get Started!

Thank you!
Oops!