Houston Gift Tax Planning Attorney

Gift & Tax Planning Lawyer

An estate plan provides you with the peace of mind that your assets and your family's future are protected. Part of that process is ensuring that you maximize how much you leave to your loved ones by minimizing taxation.

Whether you expect to pass your assets as an inheritance or would like to give substantial gifts now, there are practical steps you may take to limit the impact of taxation.

Effective estate planning hinges on proper consideration of tax implications. At Hayes & Wilson, PLLC in Houston, Texas, we focus our practice on this complicated area of the law. We are well prepared to help you maximize the impact of your generosity by limiting unnecessary taxes.

Comprehensive Estate Tax Planning

As a full-service estate planning and probate law firm, we provide practical, knowledgeable legal guidance. In practice for more than 30 years, founding attorney William R. Hayes has been board certified in estate planning and probate law by the Texas Board of Legal Specialization since 2001.

This degree of experience and skill allows Mr. Hayes to help clients create estate plans using effective strategies to limit undue taxation and promote asset protection. Each plan is carefully tailored to the client's unique situation, needs and goals. Among many options, he may recommend a combination of living trusts revocable and irrevocable trusts, lifetime transfers of assets, and real estate deeds.

He can work directly with your financial planner or certified public accountant to develop a cohesive plan.

Gift Tax Planning Services

Clients interested in charitable giving or who would like to give valuable gifts to relatives also need to consider the tax implications. We help clients develop sound gifting strategies that maximize the legacy they wish to leave.

We help you set up charitable trusts or charitable remainder trusts to benefit schools, churches, or non-profit organizations. We assist you in setting up a special needs trust to care for a relative who has a disability, or another appropriate trust to benefit any loved one or organization. We also advise you on how to stay within the federal gift tax exemption when making substantial personal gifts.

Contact Us Today

Hayes & Wilson, PLLC is happy to assist you with estate and gift tax planning. Contact us today and discover how we are different. At Hayes & Wilson, PLLC, we offer a initial consultation and fixed fees for most services.