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Estate Planning

Estate Planning Lawyers in Conroe, TX

Experienced Estate Planning Lawyers Just North of the The Woodlands

We hear a lot of different reasons why people do not think they need to prepare a will or revocable trust.

  • "I don’t need an estate plan - I’m single"
  • "I don’t have any kids"
  • "I don’t own much"

What is Estate Planning

Even if you are young or healthy, there is no way to predict the future. Estate planning is much more than just having a will or trust. Without an estate plan, the intestacy laws of the State of Texas determine who will inherit your property. Most of the time, it’s exactly who you would leave your property to anyway. However, there is so much more to consider other than who inherits your property. That's why we recommend working with an experienced Conroe estate planning attorney.

Click here to view our Estate Planning Questionnaire or visit our lawyer reviews to see why clients think we're the best estate planning lawyers near them! Contact us online or by calling (281) 410-2792 today!

Why is Estate Planning Important?

There are countless reasons creating an estate plan is important, but the top reasons include:

  • Avoiding chaos / discord among those left behind
  • Minimizing estate taxes
  • Avoiding probate
  • Protecting children from mismanaging their inheritance
  • Asset protection for beneficiaries
  • Concerns about outliving their retirement
  • Asset protection for yourself
  • Providing for a special needs family member
  • Ensuring that philanthropic / charitable gifting goals are met
  • Business formation and entity planning
  • Coordination of beneficiary designations on life insurance and retirement plans with your estate plan
  • Recent marriage / divorce or other change in personal life circumstances

In larger estates, estate planning is extremely important in minimizing estate and generation-skipping transfer taxes. The IRS sets limits on how much each person can gift during their lifetime or pass at death without taxing the estate. Proper planning using testamentary trusts inside your will can reduce the potential estate tax liability for your estate, which means more of your wealth is passed on to future generations.

Ready to begin working with our Conroe estate attorneys? Fill out a case evaluation online or call (281) 410-2792 to speak with our estate attorneys near you

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  • "Pleasant individual and attentive"
    Esteban did a great job preparing our wills and estate planning documents. Very pleasant individual and attentive to our needs. We will use them again!
    - Kenneth C
  • "Outstanding"
    Paige is outstanding. She walked me and my wife through our estate which could be a very complicated process. We are very happy that we found her and look forward to continuing to work with her.
    - Mazen N
  • "Wonderful to work with"
    Paige Jones was wonderful to work with she walk us through every process so we fully understood our documents. I highly recommend Paige and the Dossey & Jones, PLLC firm.
    - Kathy O
  • "Very friendly and professional"
    Great experience - Phillip Black was very friendly and professional and answered all my questions! Would highly recommend him and this law office!
    - Betty N
    Contact Our Firm
    We are here to support you! Call (281) 410-2792 or contact us online to discuss your options and develop a tailored strategy.