top of page

​

Drafting Your Final Wishes for Your Family

​

At the Lamar Legal Group, we will help you avoid common pitfalls that can arise because of family conflicts or legal deficiencies. We will also help your family minimize the time and expense of probate.

We will explain the more common kinds of wills available in Texas such as:

​

  • Simple wills: A simple will allows you to appoint an executor and express your wishes and decreases the time and expense of the probate process. This kind of will is suitable if you want to pass on all of your property to one or two beneficiaries and there are no serious family disputes to consider.

  • Complex wills: A complex will may involve the use of trusts, tax planning, beneficiary designations on retirement accounts and life insurance, and provisions for other special circumstances.

  • Tax planning wills: This kind of will minimizes estate taxes and can be used to prevent your family from having to sell assets such as a business or real estate just to pay estate tax.

  • Wills with built-in trusts: A will of this kind is appropriate if you are planning on leaving your estate to a beneficiary who is young, has special needs or is not mature enough to handle the assets. You can name a trustee to manage the property on behalf of your beneficiary.

​

To schedule an initial consultation, please call 832-767-1976 or attorney@lamarlegalgroup.com.

​

A will is a necessary first step in protecting your family and your property. Sometimes, however, a will is not enough, especially if you have family members or dependents who may need more than simple money or property.

Trusts can be invaluable estate planning instruments in such cases.

​

Here at the Lamar Legal Group we know that every family is different, and every dependent has his or her own needs. We will work with you to create trusts that ensure that the people you love are taken care of in a way that is meaningful and practical and takes into account their needs as well as your own.

​

Protecting Your Dependents

​

When you form a trust in Texas, you designate a beneficiary who will receive your assets and a trustee who will manage the distribution of the assets. This is especially useful if:

​

  • Any beneficiaries are minor children

  • Any beneficiaries are disabled adults or recipients of special needs benefits

  • You have complex property that must be handled in a particular way, but you would like profits from that property to benefit your family.

  • You wish to use your estate for a specific purpose, such as funding a loved one's education.

  • You wish to provide funds to an organization such as a charity.

​

A trust may also be useful in helping your family avoid unnecessary taxes and the expensive probate process.

We know that every trust is not the same and every beneficiary requires an individual plan.

We offer a full range of trusts, including:

​

  • Revocable or irrevocable Trusts

  • Living Trusts

  • Special Needs Trusts

  • Charitable Trusts

  • Spendthrift Trusts

bottom of page