Tax-smart estate, gifting and family office planning for business owners and high-net-worth families, coordinated with your attorney and wealth advisor.
Federal estate and lifetime gift exemption per person for 2026 ($30 million for a married couple), set by the 2025 tax law.
Top federal estate and gift tax rate on transfers above the exemption.
Annual gift exclusion per recipient for 2026. Spouses can combine theirs, and these gifts don't use the lifetime exemption.
Figures from IRS guidance and Rev. Proc. 2025-32. Texas has no state estate or inheritance tax. This is not tax or legal advice.
Estate planning isn't only for the end of life. The biggest savings usually come from decisions made years earlier.
Annual and lifetime gifts timed and documented correctly, including gift tax returns when required.
Preparation and planning for family trusts, with distributions coordinated to manage the family's overall tax bill.
Donor-advised funds, charitable trusts and gifts of appreciated assets, matched to your goals and your tax picture.
Moving business interests and real estate to the next generation in a planned, tax-aware way.
Consolidated reporting across entities, bill pay oversight, investment-income tracking and one point of contact.
Helping heirs understand the family's assets, entities and responsibilities before they inherit them.
Drafts wills, trusts and entity documents.
Models the tax impact, prepares returns and keeps the numbers consistent.
Manages investments and long-term cash needs.
We don't replace your attorney or advisor. We make sure every decision is grounded in the same, accurate numbers.
Usually, yes. Planning also covers income tax, trust administration, business succession and making sure assets pass the way you intend.
Yes. Most of our estate work is done alongside the family's attorney and wealth advisor.
It varies by family, but often includes consolidated financial reporting, tax returns for multiple entities and trusts, bill pay oversight and a single point of contact.