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Southlake Financial & Estate Planning Attorneys

At Schultz & Kellar, PLLC, our financial and estate-planning attorneys assist clients with wills, trusts, and other wealth-protection strategies. Protecting the assets you’ve worked so hard to build provides peace of mind and helps ensure a sound financial future for you and your loved ones.

We offer a comprehensive range of legal services, including trusts, wills, asset planning, probate, and estate administration.

The Importance of Estate Planning

Estate planning is important, no matter what your net worth might be.

Implementing a comprehensive financial plan is a smart and highly effective way to protect your assets and ensure your wishes for the future are honored. We work to help minimize your tax liability while ensuring your compliance with all governing laws and regulations. We recommend strategies for asset transfer that help you avoid the unnecessary time and cost associated with the probate process.

Estate and financial planning are not only about planning in advance of your passing. We emphasize planning for the potential of incapacitation, disability, or the inability to make decisions. This ensures that no matter what the future may bring, your legacy and heirs will have the maximum possible protection.

Customized Financial-Planning Strategies

No two clients are alike. That’s why we tailor our strategies and recommendations to best fit your goals and objectives.

We can assist you with the preparation of your will, powers of attorney, medical power of attorney, trusts, and more. If you are a small or closely held business owner, we can recommend strategies to help ensure business continuity, succession, or asset disposition in accordance with your wishes.

To ensure that your assets are disbursed according to your wishes, we identify the safest and most efficient methods for transferring assets to your designees. This helps avoid unnecessary tax liabilities and probate costs while reducing the risk of legal challenges and compliance issues.

Act Now to Protect Your Assets

It is never too soon to implement a comprehensive financial and estate-planning program. Without the appropriate protections in place, you could put your family’s future financial security at risk.

Our estate-planning attorneys have the experience to identify the best wealth-protection and asset-preservation strategies for you. We make the process as easy and hassle-free as possible, providing real-world solutions that make sense. We can also assist you with real estate transactions and related matters for both commercial and residential real property.

If you’re facing a challenge with estate administration or probate, we can help. Our Southlake probate attorneys understand how to navigate this potentially complex and time-consuming process. We will fight to help you get the inheritance to which you are entitled.

If you would like to learn more about how our Southlake estate and financial-planning attorneys can assist you, contact Schultz & Kellar, PLLC, now to schedule a confidential consultation.

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“Timeliness, Offerings, Other, Customer Service, Quality. So pleased with Brittany Taylor! Professional, efficient, a joy to work with! I will recommend her to all my friends and family!”
– Mary A.

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