Estate Planning2019-05-03T17:16:24-05:00

Estate Planning

Protect Your Family and Assets in the Future

No matter the size of your estate, it is important to have a comprehensive estate plan in place. Without one, the IRS will take a substantial portion of the assets you leave to your heirs. Instead of giving the government the wealth you have accumulated, put together an estate plan that distributes your assets in the way you choose.

Attorney Bruce Turner at Bennett, Weston, LaJone & Turner, P.C., has assisted hundreds of clients with estate planning matters. He has 35 years of experience and a master’s degree in tax law as well as business law experience. He understands complex finances, including business holdings, and knows how to protect assets from the IRS and creditors.

Estate Planning Tools We Recommend

Every adult should have at minimum a will, durable power of attorney, living will, designation of a guardian, and medical power of attorney, and, if necessary, a trust to protect assets from taxes. Because a will is a probate document, assets named in a will are subject to estate taxes. With the appropriate type of trust, however, you can avoid estate taxes on assets contained in the trust.

Individuals with high net-worth estates need additional protection with their estate plans such as:

  • Life insurance trusts
  • Family limited partnerships
  • Educational trusts
  • Charitable remainder trusts
  • Business succession planning
  • Asset protection
  • Retirement planning
  • Tax planning

As part of the estate planning process for people with significant assets and complex financial holdings, attorney Turner can provide experienced valuation for businesses, investments and other assets. If you own assets in another state, he can structure your estate plan so the assets will not go through probate in both states. He will explain your options and help you create an estate plan that minimizes estate taxes and protects your assets from creditors and judgments.

In addition to estate planning, we also provide probate administration services in Texas. To make an appointment with Dallas estate planning attorney, Bruce E. Tuner, call (800) 486-9553, or contact us online.

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