Estate Planning

PROVIDING HIGH QUALITY ESTATE PLANNING AND ASSET PROTECTION SERVICES

The lawyers at Kaiser ♦ Sacco, PLLC provide comprehensive assistance to individuals from corporate executives to those planning for retirement in all aspects of estate planning that include:

  • Wills
  • Trusts
    • Revocable and irrevocable trusts
    • Special purpose trusts
  • Living wills
  • Durable power of attorneys for healthcare
  • Probate matters
  • Asset protection
  • Coordination of estate planning goals with tax advisor
  • Work with your tax advisors related estate planning aspects such as:
    • Generation-skipping tax
    • QTIPs
    • Inheritance taxes
  • Dispel myths on Swiss bank accounts or off-shore bank accounts

If you want to know your business and personal risk exposure, we provide a free and confidential assessment. This is important should you ever be sued or pursued by creditors especially if you have significant assets. We can then advise you about your options and the appropriate legal vehicles to use such as:

  • Homesteads
  • Qualified retirement plans
  • Insurance plans
  • Company structures and ownership
  • Holding companies
  • Minimizing unprotected assets through trusts and corporate structures such as:
    • LLCs
    • Family partnerships
    • Limited partnerships

Read about principles of asset protection and how you can help protect your estate.

CONTACT US

For help with your estate planning matters, contact Kaiser ♦ Sacco in Irving, Texas today. We serve the entire Dallas-Fort Worth Metroplex area.