Estate Planning

At the Houser Firm, we protect your legacy of wealth through our unique estate planning process.  During that process, our experienced attorneys will design a customized estate plan suited especially for you and guide you step-by-step along the way.  We will work with you to ensure that your assets are handled according to your wishes and in a tax-efficient manner.

Our estate planning process not only creates a plan for your family’s security at your death, but also ensures that your needs are fully met in the event of incapacity. We will evaluate your needs, investigate your goals and desires, draft all necessary documents, and make sure the plan is implemented correctly.  Whether your estate is complex and large or modest and simple, we can design the right plan for you and your family.

Why is Estate Planning Important?

In short, everyone in America already has an estate plan.  You either have the estate plan created for you by a bunch of bureaucrats sitting in a legislature who don’t know you and your family, or you can have an estate plan that thoughtfully implements your goals and desires.  If you want your loved ones protected when you can’t be there to do so, then an estate plan created by the Houser Firm is the way to do just that. A few ways that estate plans can protect your family include:

1. Prevents Heirs from Overpaying Taxes

At its core, estate planning is about protecting your legacy for those you love.   Our clients generally want the most tax-efficient estate plan possible so that their estate passes to their spouse or children without cutting a hefty paycheck to the Internal Revenue Service.  In the absence of a detailed plan, your estate could face a large tax bill from the IRS.  We design our estate plans to maximize tax efficiencies.

2. Protects Heirs from Themselves and Creditors

Often, either because of age, medical conditions, or even immaturity and poor decision-making, it is necessary to prevent beneficiaries from having unfettered access to their inheritance.  Many clients also appreciate the creditor and divorce protections afforded through testamentary trusts created in a person’s will.  At the Houser Firm, we understand these issues and will create an estate plan that allows your heirs to enjoy the benefits of their inheritance, while simultaneously protecting that inheritance from waste and involuntary attachment.

3. Protects Families with Young Kids

The thought of passing away as a younger parent with minors still living in the household is nothing that any person wants to imagine. Unfortunately, this can become a reality.  A well-drafted will can nominate guardians for your children while establishing trusts that protect your children’s inheritance until they reach an age of responsibility.

Types of Documents in an Estate Plan

Some of the documents that we use to create your custom estate plan include:

  • Wills
  • Revocable trusts
  • Irrevocable life insurance trusts
  • Spousal lifetime trusts
  • GRATs and GRUTS
  • CRUTs and CRATs
  • Defective sales to IDGTs
  • Private foundations
  • Business entities
  • QPRTs
  • Durable statutory powers of attorney
  • Medical power of attorney
  • Directives to physicians
  • Declarations of guardians in event of later need
  • Declarations of guardians for children

Let Our Experience Work Through Your Estate Plan

The Houser Firm is a Dallas-based wealth law boutique that offers sophisticated solutions in asset protection, estate planning and much more. We pride ourselves ion offering high-level legal through a friendly and client-focused approach. Call us today to begin forming your custom estate plan and protect your legacy of wealth.

Hear What Our Clients Have To Say

“Excellent firm! Very responsive to our needs! I would highly recommend this firm to other businesses and individuals”

Jason W.

“Bill Houser has taken care of all my asset protection needs, my trusts, my childrens trusts as well as all our wills. He has also set up several of my business corps.(13). He has always performed most  professionally all the legal documents I’ve needed for the last several yrs. I have recommended him to several of my friends and they are all happy with all the things he has prepared for them.”

Roy M.

“Bill and his firm held my hand through the most difficult time of my life. They are amazing.”

Lynette M
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Protecting Legacies of Wealth