Don't Let the Government Decide What Happens to Your Money
That’s precisely what will happen if you don’t have a legal plan in place when you pass away. The law of intestate succession will determine who gets what, how much they receive, and who’s left out. Moreover, your assets won’t be protected from creditors, taxes, or frustrating, time-consuming processes such as probate.
Let Treaty Oak work with you to craft an estate and asset plan that ensures your financial wishes are honored — and your assets go where you want them to go.
When you plan well, you protect your loved ones and your legacy.
FAQs
You can. But if you go that route, be sure to pay close attention. But your loved ones will get less than what you paid for with templated documents. Here are just a few of the problems you might run into with one-size-fits-all DIY docs:
- Outdated. Laws change, sometimes frequently. DIY wills and trusts you find online aren’t always up-to-date, which can cause problems later.
- Inaccurate. Somewhat similar to number one, these kinds of documents are sometimes just plain wrong. One reason? Every state has unique laws, and it’s fairly common for these “templates” to be copied over from state to state with only minor changes. If they overlook key legal requirements or misinterpret certain rules, it can make the entire document invalid.
- Lack of Personalization. “Template” means that these forms aren’t designed to reflect any unique family dynamics, special assets, or specific wishes that you might have.
- No Tax Planning. Online forms often ignore tax implications completely, which could leave your heirs with unexpected financial burdens.
When you work with us, your estate and asset planning documents will all be individually tailored to your specific situation.
Unless you live in an apartment and have next to nothing to pass on, you’re likely going to want at least a basic plan that includes a Last Will & Testament. We also recommend designating beneficiaries on all of your financial accounts.
Again, if you have no plan, your estate will go through intestate succession, with all assets being distributed as designated by that law. Here’s how that works in Texas.
Absolutely. If you own a business, it needs to be integral to your plan both in terms of what you want to happen to it after you’re gone and in relation to how you want to use it to provide for your loved ones’ financial well-being.
As part of your overall estate plan, we can help you to:
- Create a Succession Plan
- Protect Business Assets
- Minimize Tax Burdens
- Craft Buy-Sell Agreements
- Engage in Business Valuation
- Design Contingency Plans
- Reduce taxes during and after your life
Why Choose Treaty Oak
Personalized Solutions
Every family and business is unique, so we tailor your plan to fit your specific goals, assets, and values.
Tax-Efficient Strategies
We help you minimize tax burdens for your heirs and your business through proactive planning.
Clear Communication
We make complex legal matters understandable, guiding you with care every step of the way.
Strong Business Experience
Our expertise in investigations, compliance, and other day-to-day business matters gives us a valuable perspective in crafting planning documents.
Ongoing Support
We understand that your needs will evolve with time. That's why our relationship doesn’t end after the documents are signed. We’re with you for the long haul.
The Staff
Have y'all even met Sarah Frazier yet? She is the most outstanding combination of tax strategist, litigator, and planner. Our business owner clients can’t get over her.
You’ve worked hard for your legacy. Plan to keep it intact.
They say the only things certain in life are death and taxes. Let us help you make a plan to deal with both of them.
...not only highly knowledgeable and skilled but also genuinely committed to advocating for their clients. I highly recommend them
Alison Bukhari
Working with Treaty Oak Legal was amazing. Everyone we worked with was extremely knowledgeable and patient… We highly recommend them for their expertise and clear communication!
Meagan Fritts
