It’s not just about dividing assets — it's about securing peace of mind, protecting your family's future, and ensuring your wishes are honored.
Get StartedAttorney Jeff Brown can help you see things as they really are and plan accordingly.
Message JeffA will outlines how your assets will be distributed after you pass away, but it often has to go through probate court, which can be time-consuming and costly. A trust, on the other hand, can avoid probate and provide more flexibility in how and when your assets are distributed.
To minimize estate taxes, you can use strategies like creating trusts to remove assets from your taxable estate and taking advantage of annual tax-free gifting and lifetime gift exemptions. Charitable giving and proper planning to maximize the federal estate tax exemption can also significantly reduce taxes.
You should update your estate plan whenever you experience a significant life change, such as marriage, divorce, the birth of a child, or acquiring new assets. Changes in laws, like tax or estate planning regulations, can also affect your plan and may require adjustments. Regular reviews every few years ensure your plan remains current and aligned with your wishes.
If you don’t have an estate plan, the state will determine how your assets are distributed based on intestacy laws, which may not reflect your wishes. This process can be time-consuming, costly, and may create conflicts among your loved ones. Additionally, you lose the opportunity to name guardians for minor children or plan for incapacity, leaving important decisions in the hands of the court.
To Jeff Brown, there is nothing more important in this world than family. With wisdom and integrity, Jeff helps others carefully plan their own family legacy.
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311 S Oak St Suite 275.03
Roanoke, TX 76262
