In Dallas, the estate and financial planning attorneys of Schultz & Kellar, PLLC, provide comprehensive wealth management and asset protection services for clients throughout the DFW metroplex.
Our firm is unique in that we offer probate and estate administration services as well as financial and estate planning. And because real property represents a substantial portion of many clients’ asset portfolios, we also offer comprehensive assistance with matters involving residential and commercial real estate.
Trusts, wills and related estate-planning instruments are just some of the tools we use to help you realize your goals of maximizing your legacy and protecting your financial future.
In today’s tumultuous economy, you may find yourself confused or unsure about the best ways to protect your assets.
Determining your overarching goals is the first step in developing a comprehensive financial plan. At Schultz & Kellar, PLLC, our job is to find the best path for helping you achieve your objectives.
We focus on minimizing your legal and financial liabilities while maximizing growth potential. Depending on the details of your estate and asset portfolio, as well as your appetite for risk, we provide personalized recommendations for protecting and preserving your wealth throughout your lifetime. Combined with proven asset transfer strategies, we help ensure your legacy’s highest and best value.
From basic wills and powers of attorney to complex trusts and business continuity planning, our experienced lawyers and legal team take care of you and the assets you’ve worked so hard to build.
Our financial and estate-planning services benefit you, no matter what the value of your portfolio might be. Our goals are to legally minimize your tax burden, protect your assets from legal liability, and help you plan for whatever the future might hold.
Many of our clients can achieve their goals with a will. For others, supplementing their wills with trusts, powers of attorney, and other asset preservation strategies makes the most sense. Whatever your needs might be, we will be there for you every step of the way.
We are all prone to believe that we have plenty of time to “get our affairs in order,” but unfortunately, no one knows what the future holds.
If you’ve been putting off writing your will or exploring ways to secure your assets for the future, now is the time to get started. Our legal team is committed to making the process as simple and affordable as possible.
We take the time to get to know you and understand your needs and goals. We provide a full range of legacy, financial, and estate-planning services for you, ensuring your financial plan remains current through your life changes and updates to governing laws and regulations.
To learn more about how we can assist you with all your asset-protection and transfer needs, contact us today to speak to an experienced Dallas financial and estate-planning attorney.