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Estate Planning

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Discover Estate Planning in Katy, TX

Attempting your own estate planning can be a complex and costly process. From the probate courts to burial and cremation costs, planning for your own estate without expert assistance can cause more problems for your family than it solves. At Trisperity Advisors, our estate planning services help you prepare for the reconciliation of your wealth, should the worst come to pass. Call us today or use the form below to schedule an estate planning consultation.

Why Estate Planning is Important

While you may feel it is too early to consider estate planning, or that the concept is uncomfortable, Trisperity Advisors encourages you to utilize the planning services we provide before the occurrence of a triggering event. The professionals at our Katy accounting firm help you to plan for eventualities, including:

  • Your heir is too young to inherit your estate.
  • Your beneficiary becomes involved in divorce proceedings.
  • Considerations for beneficiaries from previous marriages must be made.
  • Your heir has potential creditors.

Timely evaluation and preparation for these issues now can save your family time, money, and heartache in the future.

How We Help with Estate Planning

Every estate is unique and requires individual consideration for effective planning. As part of this process, Trisperity Advisors gets to know you in order to match your personal priorities with a specific estate plan. Our professionals will work with you, providing recommendations based on your goals for your estate and adjusting our approach to accommodate the changing circumstances of your life.

We will help you to:

  • Clearly define your estate planning goals.
  • Organize an estate planning team, should you need one.
  • Decrease problems and expenses associated with probate.
  • Draft a working plan for the conservation and management of your estate.
  • Arrange fair liquidation of your assets to cover necessary expenses.
  • Provide an equitable transfer of assets to your heirs, based on your preferences.
  • Amend your plan when necessary.

Our estate planning services also include certain living and financial documents that will help properly allocate your wealth. With documents like living wills and trusts, we can help to ensure that your estate is properly allocated to heirs, creditors, charities, and other relevant parties of your choosing.

Have Questions? Contact Us

Our commitment to offering comprehensive professional assistance can help you avoid some of the complications associated with planning your estate. Contact Trisperity Advisors today to learn more about the estate planning services we provide. 

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

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