Estate Planning
How We Help
Why Clients Choose Us
Client‑first conversations.
Attorney Stephen Coy leads the estate planning team, translating legal complexity into plain English so clients routinely say, “That was easier than I expected.”
Custom Tailored Plans
Every plan aligns with your goals, family dynamics, and business structures. No "one size fits all" approach.
Protection Beyond Distribution.
Strategies integrate tax minimization and asset shielding to maximize what beneficiaries receive.
FAQ
Your Questions Addressed
Q: Do I need a living trust if I already have a will?
A will is a great option for many clients, but ultimately a will must go through probate to be enforceable.
However, there are clients that would like to avoid probate. A living trust is an option to avoid probate and could be a great tool for long-term incapacity situations.
Q: Can I change my estate plan later?
Absolutely — revocable documents such as wills and living trusts can be amended as life circumstances change. There are certain types of trusts and transfers that are irrevocable, which means the client needs to be well informed prior to making any irrevocable gifts.
Q: Will my heirs face estate taxes?
Texas has no estate tax, and federal estate tax applies only to estates above the federal estate tax exemption (i.e., $15 million in 2026 with the exemption amount indexed for inflation).
A good estate plan will consider the size and structure of the estate, family dynamics, and the current estate tax laws to minimize potential liability.