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Trusts

Trusts are a critical component of financial and estate planning, wealth preservation, and asset protection.

In Southlake, Dallas, Fort Worth, and throughout the DFW metroplex area, call on the experienced estate-planning attorneys of Schultz & Kellar, PLLC, for your trust-related needs.

You need to protect your legacy and the wealth you have worked so hard to build to provide security and peace of mind for your future and that of your loved ones. We are committed to helping you achieve your goals for protecting your assets and minimizing any potential liabilities.

How Trusts Can Benefit You

Trusts can help you avoid probate court and legally minimize potential tax liabilities. These instruments also help protect your assets from unexpected litigation. In many cases, such as with a revocable living trust, you can retain control over your assets until such time as you become incapacitated or pass away.

By placing your assets in a trust, you can avoid excess taxation now and at the time of your death. Trusts also allow you to keep the matters of your estate and its disposition out of the public record.

With the wide variety of legal trust structures available, our estate-planning attorneys can recommend the best approach to help you achieve your objectives.

Should You Place Your Assets in a Trust?

Although every client’s situation is unique, most people can benefit from utilizing one or more trusts as a part of their overall estate and financial planning.

In addition to revocable trusts, your portfolio might be appropriate for an irrevocable trust or one of the many other asset protection vehicles available today. Many of these options allow you to continue growing your assets over the course of your life, to ensure the maximum potential value of your legacy.

The best way to determine whether a trust is right for you is to consult with an experienced financial-planning attorney.

Experienced DFW Trust Attorneys

At Schultz & Kellar, PLLC, we are committed to helping you identify the wealth-management strategies that will provide the maximum benefit for you and your heirs while ensuring your legal compliance at all times.

Because this process can be confusing, we focus on cutting through the jargon and legalese and presenting your options in a straightforward manner. We lay out the benefits and drawbacks of every option. We answer your questions and provide the information you need to make the right choices for you.

Our attorneys and legal team handle all the details on your behalf. We stay up to date on changes in the tax code and applicable regulations, so you can rest assured your asset-protection strategies offer the maximum legal and compliant protection.

To learn more about trusts and how they can benefit you, contact the experienced estate-planning lawyers of Schultz & Kellar, PLLC, today. We assist clients in Dallas, Fort Worth, Southlake and throughout the DFW metroplex, and we look forward to helping you realize your goals for wealth management and asset protection.

Reviews

“Brittany is helping my husband and I with our wills and other related documents. Wow! She really knows her stuff! Thank you for helping us through a tough subject and holding our hands through this process.”
– Minta K.

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