Estate Planning And Probate

For individuals with sizable estates and/or complicated family dynamics, protecting assets, minimizing taxes and limiting the potential for costly litigation often require the use of more sophisticated estate planning instruments and tax strategies, including:

At the Houston law offices of Stephenson Fournier, we recognize that today's tax climate and economic conditions have placed a high premium on carefully conceived estate plans. We also recognize that whatever external factors may be relevant, each estate plan we create ought to reflect the unique values and goals of the individual it was created to serve.

Because there are no shortcuts, we take the time to listen and gain a thorough understanding of each client's situation, goals and needs. Once we have that clarity, we explain the available tools and strategies as well as their tax implications, and then we work with clients to develop a complete estate planning solution.

This typically starts with drafting a will that reflects the client's final wishes and incorporates relevant legal and tax considerations — i.e., the cornerstone of every estate plan. Every sound estate plan also includes some degree of incapacity planning, typically accomplished through the use of durable powers of attorney for property and health care, HIPAA waivers and advance directives to physicians.

Building on that foundation, we can help you understand and utilize more sophisticated legal options and strategies that can work to your benefit and maximize the value received by your chosen beneficiaries on an after-tax basis.

Contact Stephenson Fournier online or at 713-629-9494 to learn more.