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Fine-Tuning Your Legacy Through Estate Planning

Traditionally, estate planning has been viewed as the drafting of a will or as part of tax planning for the wealthy. Yes, these are important goals for many, but today’s adaptable estate planning strategies often encompass far more.

Evolving changes in laws and views pertaining to wealth accumulation, family structures, liability exposure and longevity have made estate planning more customized than in the past. Updates are vitally important whenever significant life circumstances change.

Wherever you are along the path to your estate planning goals, Dismuke & Waters, is here to help you craft your legacy.

We Are Ready To Listen

Our law firm welcomes each new client with confidence in our ability to provide valuable insights and tools. Our experience as tax lawyers and CPAs, our business experience and our work with clients who have significant assets make us a valuable resource for countless individuals, couples and families spanning multiple generations.

Some clients who have a high net worth have estate and gift tax concerns. They may also turn to us for corporate business transactional work and real estate deals, in addition to estate planning. Others who have more typical asset portfolios (perhaps a home, bank accounts, vehicles and retirement accounts) may seek simplicity and efficiency. As in all areas of our law practice, we readily customize our services to meet the needs of our clients throughout and beyond Arlington, Southlake and the Dallas-Fort Worth Metroplex area.

Our Personalized Approach To Estate Planning

We help new and existing clients understand that estate planning is an ongoing process that may encompass a complex array of personal, financial and legal issues over a lifetime and beyond. We advise clients with substantial assets, as well as people from all walks of life, on useful estate planning tools that may benefit them and their families, including:

The Process

When we begin working with a new client, we gather critical information to help us assess their circumstances regarding family, assets and goals. We help clients conduct an inventory of their assets and clarify their objectives. We work to establish a mutual and beneficial relationship of trust. Over the years, many of our clients have become like family to us, often spanning multiple generations.

Design Your Estate Plan With Us Today

Our legacy and estate planning process culminates in a uniquely crafted plan that addresses our clients’ circumstances and objectives. We help our clients understand the potential impact of future changes in laws and legacy goals. We assist with estate plan updates as needed.

To schedule a consultation, call 817-857-4933, or send an email inquiry.