At SMITH ∙ ROSE ∙ FINLEY, we provide comprehensive estate planning and probate services to our clients. Attorney Allen Price is board certified by the Texas Board of Legal Specialization in the area of Estate Planning and Probate Law. He and our other estate planning attorneys can help you put your affairs in order.
We are skilled at developing intricate estate and tax plans for larger estates, which may involve family limited partnerships, trusts, tax-planned wills, insurance tools and other estate planning tools. We also regularly draft individualized estate plans for smaller estates, which normally include a basic and affordable combination of a simple will, a durable power of attorney, and health care documents.
In determining your estate planning needs, some of the issues we can discuss with you are:
In addition to our traditional estate planning practice, we also have a unique emphasis on estate planning for landowners. In our region, many farms and ranches have been in the family for generations. We have experience assisting clients with the transfer of wealth from one generation to another, including the orderly and tax-efficient succession of family-owned businesses and family farming operations. With land prices increasing and current estate tax rates very high, property tax and estate planning is crucial in order for the land to remain in the family.
When a family member dies, we can help take care of the administration of the estate. We are very familiar with the probate process and the various tools that are available to help settle estates, whether or not a will is available. Ordinarily, the probate process in Texas is much simpler than many people realize, and so it can be a very economical way to settle an estate.