Estate Planning News and Workshops

The Hale Law Firm, P.C. is pleased to announce a new complimentary educational opportunity...

"Smooth Sailing in Troubled Waters: A Retirement and Estate Planning Workshop."

Call 1-888-425-3911 to request attendance.

Estate Planning Articles and Publications

Living Benefits of a Living Trust

Living Probate: A Living Nightmare

Life Changes: Update your Will

Stretch IRA Trust: How to Maximize Generational Inheritance

Uncle Sam's Joint Venture with Death: An Estate Tax Field Survival Guide for Estates Over $500,000

Dying Wishes: A Written Last Request

Asset Protection Isn't Just for the Rich

Barbarians at the Gate: The Importance of Asset Protection Planning

Estate Planning Client Forms

The First Appointment: What to Bring

Confidential Client Questionnaire

We provide a very personalized approach to a broad range of clients seeking to protect and enhance their estates for themselves and their beneficiaries. We listen first for our clients’ needs and wishes. We evaluate issues relating to estate and gift planning, selection of fiduciaries, asset protection, transfers of family businesses, life insurance, retirement planning, trusts, charitable giving, health care, education funding and gift techniques. In addition, we provide compassionate personal support and counsel in the settlement and administration of estates.

Basic Estate Planning

Every family, regardless of the size of the estate, should have a plan for future contingencies, such as death or incapacity. In close consultation with your wishes, we draft the essential components:

Wills and Living trusts
Durable powers of attorney
Medical powers of attorney

Intermediate Estate and Tax Planning

With an increase in wealth among individuals, the traditional estate planning role has expanded to include basic tax planning focused on reducing or eliminating the transfer taxes imposed, while simultaneously achieving our clients' goals. Planning at this level includes:

Living Trusts
Marital deduction trusts
Credit shelter trusts
Life insurance planning
Gifts to minors

Advanced Estate Planning

For high net worth individuals, prudent estate planning effectively leverages the client's annual gift tax exclusion, lifetime exemption, and generation-skipping transfer tax exemption. We advise on the necessity of freezing the values of property within the client's estate by utilizing entities such as closely held businesses, partnerships, and trusts. A variety of planning options are available to meet client goals.

The Hale Law Firm, P.C. represents clients throughout Dallas and Ellis County, including: Waxahachie, Red Oak, Midlothian, Ovilla, Glenn Heights, Ferris, Ennis, DeSoto, Lancaster, Duncanville, Cedar Hill, Dallas, Mansfield, and Grand Prairie.

FREE INITIAL CONSULTATION

Call 214.446.5080 for details...

1-888-425-3911

© Copyright 2008 •The Hale Law Firm, P.C •100 Executive Court, Ste. 3 Waxahachie TX 75165