Frequently Asked Questions

Asset Protection, Estate Planning and Tax Preparation FAQs

At Dossey & Jones, PLLC, we represent clients in a wide range of legal matters, from estate planning and asset protection to tax preparation and strategy, real estate transactions, and more. We are highly qualified and prepared to assist you with your upcoming legal needs. You can rely on us to provide you with the guidance, advice, and representation you need.

When Do I Need to Appoint a Guardian?

If you become incapacitated, you will need to have a relative or another person that you trust to take care of the management of your personal and financial affairs. This may include making decisions about your medical care and treatment, writing checks on your behalf, making decisions about where you will live, and it completely alters your rights, so is a very serious decision. Consider this carefully after getting the informed counsel of a lawyer.

Is There Any Difference Between a Guardian & a Conservator?

Yes, if you want to separate the different decisions made on your behalf and appoint two different people to be responsible for your affairs. A guardian can manage your medical and personal decisions, such as treatment planning, while a conservator takes care of your financial decisions, such as selling stocks or real estate, monitoring your investment, and paying your bills. Get in touch with our attorneys to learn more.

When Do I Need Special Needs Planning?

If you have a child who has special needs and wish to provide for them in the future, you can establish a trust for your child. This is common both for parents in good health whose children will not be able to provide for themselves when they are a legal adult (18 years old) and for parents who are nearing the end of their lives.

What Can a Tax Lawyer Do For Me?

A tax lawyer can ease the burden of filing your yearly taxes. A legal professional can be especially helpful if you have a great deal of complicated assets that all need to be accounted for. A tax lawyer can be an invaluable ally to have on your side during any dealings with the IRS. Our Conroe attorneys can also help with filing appeals in tax court, helping you save money with valuable information, and can help you gain all you can from tax credits.

Why Should I Consider Estate Planning?

Estate planning can help nearly everyone preserve their assets for the future. Having a well-organized estate can help avoid countless hassles that might occur after you are gone. In addition, it can minimize estate taxes, allow for a smooth business succession, provide for loved ones, avoid probate, and more! With an experienced estate planning lawyer on your side, we can arrange a plan that can suit all your needs!