Estate Planning
In today’s world, where uncertainty exists, estate planning questions often arise. Questions such as:
- What happens to my estate if I die?
- Does my spouse or children get my estate automatically?
- Do I need a Will?
- What happens if I do not have a Will?
- Do I need a trust?
- Will my estate owe estate taxes if I die? If yes, who pays those taxes?
- What are the requirements in Texas for a “Will”?
- Do I have to wait until my death to “give” my assets away?
- If I do give some of assets away, will the IRS require taxes to be paid on the gift? Who pays the taxes?
- Are there limits as to what I can give away in any one calendar year?
- Are there limits as to what I can give away during my lifetime?
- If I die and have minor children, is there something I can do to provide for my children while not giving them the assets/money directly?
- What can I do to protect my assets/inheritance from creditors?
- I have children from a previous relationship, what steps should I consider to provide for those children without involving a new spouse?
Have you ever asked or been asked one of these questions? Most people will face these or similar questions during their lifetimes. The right answers could very well change your life or those of your loved ones.
The team at the Morris Legal Group is uniquely qualified to answer questions and help you prepare, plan and manage your estate, to provide for your loved ones, to create and fund trusts, or to establish a charitable legacy if that is your desire. If you are looking for answers, we stand ready to provide them and to offer assistance as you determine what’s best for you and your loved ones.
Office Hours
(by appointment only)
Monday to Thursday
8:00 am to 12:00 pm; 1:00 pm to 5:00 pm
Friday
8:00 am to 12:00 pm; 1:00 pm to 3:00 pm
Contact Info
4305 Windsor Centre Trail, Suite 200
Flower Mound, TX 75028
(972) 539-0090 — Phone
(972) 539-1464 — Fax