Dallas Estate Planning Attorney
Proudly Helping Our Clients Preserve Wealth & Assets
Our talented legal team at Jason M. Tyra, PLLC understands that most people don’t want to think about death, however, without proper planning for all of the various matters that must be attended to following your passing, your family and loved ones will be left with numerous legal and financial burdens.
We are here to discuss your finances and review the details of your situation so we can advise which legal instruments you need to preserve your wealth and legacy for future generations. Get in touch with us today so we can devise a strategy that aligns with your unique estate planning goals.
How Do I Create an Estate Plan?
Most people usually start by drafting a will and establishing trusts. These two estate planning tools are crucial if you want to avoid complications during the probate process and minimize the cost of estate, gift, and generation-skipping taxes.
In addition to matters that need to be handled after death, estate planning also involves writing down your specific wishes regarding situations in which you become mentally or physically incapable of handling your affairs.
Our Dallas Estate Planning Attorneys Can Help
Our estate tax planning attorneys in Dallas have the background and experience to help you draft the following legally-enforceable estate planning documents:
- Last Will and Testament
- Revocable Living Trust
- Minor Trust
- Living Trust
- Life Insurance Trust
- Education Trust
- Special Needs Trust
- Power of Attorney
How Often Should I Review My Estate Plan?
If you already have an estate plan, then you should take the time to meet with an experienced attorney to review and update it at least every three to five years. You should also update your estate plan after major life events, such as the birth of a child, marriage, or a death in the family.
Although you can find cookie-cutter forms online to create an estate plan at home, a knowledgeable estate planning lawyer can ensure all of the necessary legal documents are properly drafted and customized to address your specific needs.
More importantly, by choosing a qualified estate planning lawyer, you can feel confident knowing your wishes will be respected and carried out in the future.
Are you ready to meet with a compassionate estate planning attorney to draft the legal documents you need to protect your best interests? Then please call (972) 737-4456 today to set up a case consultation with our estate planning attorney in Dallas.
“Been using Jason now for years. Couldn't be happier with his service!”- Chris K.
We aim to think outside box and create innovative solutions for modern-day estate and tax complexities.
Transparency & Communication
We prioritize transparent communication—we make sure our clients are aware of costs and what they are getting from the very beginning.
Our legal firm works in conjunction with Jason M. Tyra's CPA service, allowing us to get the assistance you need all in one place.
Not only are consultations handled in-person and over the phone, but we also ensure that remote collaboration is possible when working together.