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Estate Planning

Estate planning on your own can be complicated and costly.  And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few.  Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?  Should the inheritance be given at a certain age?  Is the intended beneficiary in a shaky marriage with divorce as a possibility?  Are there children from a previous marriage?  Should inheritance be protected from potential creditors of the heir?  Are there taxes that can be avoided?  Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning.  Or, perhaps the reminder of death makes you uncomfortable.  You might be tempted to put the whole thing off, assuming that it will just take care of itself.  In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships.  We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free.  We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We assit you with...

  • Clearly defining your estate planning goals.
  • Organizing and creating your estate planning team (experts on law, finance, etc.) if you need one.
  • Evaluating and recommending estate planning options.
  • Reviewing and organizing your estate planning documents including current wills, trusts, health care and power of attorney (You need an attorney to prepare these documents - we can recommend one.)
  • Minimizing the problems and expenses associated with probate.
  • Lessening taxes at the time of death.
  • Arranging for management of your estate in the event you are incapacitated.
  • Drafting a working plan for conserving and effectively managing your estate after death.
  • Transfering the assets of your estate to heirs the way you want.
  • Organizing fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amending your plan as needed.

We can also help you with...

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.  Our experienced team is waiting to assist you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a free consultation.

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Welcome to Mike Donelson CPA, PC CPA firm licensed in Texas.

We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (281) 537-8202. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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