Texas Wealth Advisers

Estate Planner Near Me

You have lived a wonderful, fulfilling life so far. You have a house where you’ve raised your children, you have invested and smartly placed money away, and you have a lot of amazing things you would like to pass on to your family. Furthermore, you have all of this written in a will. But did you know that a will isn’t the only way you can assure your assets are passed down appropriately to the next generation? Do you know how to avoid probate? Did you also know you can start passing on your assets before you pass? Do you know the difference between estate planning VS wills? Estate planning is one of the most important steps you can take to make sure your final property and health care wishes are honored. Texas Wealth Advisers can help with estate planning life trusts and estate legacy planning. Even better? 

We’re local! Looking for an “estate planner near me” in Mission Bend, TX?
That’s us!


Our estate planning services have been developed to help preserve what you have worked so hard to build over the years and to help you plan for the eventual distribution of your assets to your heirs. Wondering what estate planning can do for you? Before we get into how to avoid probate, legacy planning, estate planning trusts and more, let’s speak about what an estate planner can help you do. By finding an “estate planner near me,” you can create a plan that:

  • Obtains financial security for your family.
  • Passes your estate on to your heirs according to your wishes.
  • Reduces or eliminate taxes, administrative expenses and delays in connection with the transfer of your estate.
  • Provides liquidity to cover taxes, debts, and expenses your estate may owe.
  • Provides the peace of mind that comes with knowing steps have been taken to protect the people who depend on you, as well as everything you’ve worked a lifetime to build.

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Estate Planning Trusts Mission Bend, TX

Benjamin Franklin said it best: “In this world, nothing can be said to be certain, except for death and taxes.” Let’s plan for what is certain. In the event of your death, make sure you’re able to hand off your legacy while avoiding as much taxation as possible. The best way to do this is to invest in a trust. While trusts may seem complicated, they are nimble and provide great benefits when optimized and used correctly.  What is a trust, you ask? As a trustworthy estate planner near me, let us explain it to you:

A trust is a means in which you may pass assets to a trustee. This trustee, in turn, holds your assets in what is known as a trust fund for a beneficiary or beneficiaries. This is a very important tool for you when you are digging into estate planning. Estate planning trusts will also help you minimize taxes through deferrals and deductions, as well as avoid the probate process and protect your legacy. You have the ability to do the following with this trust:

  • Appoint a beneficiary or beneficiaries
  • Arrange how your beneficiary or beneficiaries can access the assets
  • Decide when your beneficiary or beneficiaries can access the trust

There are many other ways you can manipulate trusts to help you with your estate planning goals. Set up a consultation session with us in Mission Bend, TX, and we can help you find the right estate planning trust vehicle for you. Now that you know what an estate planning trust can do for you, let’s move onto wills. Wills are a great asset for estate planning. Let’s talk about estate planning VS wills.

Estate Planning VS Wills

To the untrained eye, an estate plan or estate plan trusts can seem a lot like a will. You may be wondering: what’s the difference between an estate planning and wills? Wills are a legal document that dictates property disbursement upon your death, whereas an estate planning can be initiated as soon as you create the plan. When assessing the estate planning vs wills debate, you need to understand that both can live harmoniously together. A will can be part of your estate plan, and can also be used with an estate planning trust to maximize your beneficiary’s benefits.

Texas Wealth Advisers will help you declutter your estate plan. Therefore, giving you a clear view as to what you will pass along. For example, here are some items you should consider when taking inventory of your assets:

  • Real Estate (home or other real estate ventures)
  • Savings (bank accounts, CD’s or money markets)
  • Investments (stocks, bonds, mutual funds)
  • 401(k), IRA, pension and other retirements accounts
  • Life insurance policies/annuities
  • Ownership in business(es)
  • Motor vehicles (cars, boats, planes)
  • Jewelry
  • Other personal property of worth
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How to Avoid Probate

Now that you know you the wide array of vehicles you can use to create your estate plan, let’s talk about how to avoid probate. You may be wondering: what is probate? Probate is the official proving of a will. As we state in our estate planning vs wills section above, probate can be avoided or at the very least minimized through the creation of estate planning trusts. Avoiding probate is a very important aspect of legacy planning, and can be a reason to search for an “estate planner near me.”

As you may know, Texas allows the executor of the will 4 years from the date of death to file for probate. Because probate is required in the state of Texas, the price of going through probate can be costly. Thus, learning how to avoid probate is key to making sure you are passing on as much of your legacy as you can. Here are a few ways to avoid probate:

  • Write a will or a living will
  • Create an estate plan
  • Start a trust fund for your estate

Know the above steps doesn’t mean it’s easy to start, especially on your own. Texas Wealth Advisers can help you with your legacy planning in Mission Bend, TX, and assure that you avoid probate or at least minimize it. We will make sure that the state doesn’t determine what happens to your estate or assets in the event of your passing. Learn more on how to avoid probate by contacting an “estate planner near me”; call us today!

For information on retirement planning, please see our Retirement Planning Foster, TX page.


Legacy Planning

Another term that you may have heard of is legacy planning. Estate planning and legacy planning have become pretty synonymous, but they have defining differences. Legacy planning tends to lean more towards the gifting of assets to loved ones or next of kin after death. Legacy planning also comes into play in the event of a business being passed on after the death of the owner.  Many people turn to what is known as an IRA Legacy Plan, which allows you to use your IRA as a means to reduce taxes and increase your payout while creating a hearty inheritance for your heirs.

If you would like to know more about legacy planning, how to avoid probate, estate planning trusts VS wills, or anything else that has to do with the future of your money, call us today! Texas Wealth Advisers is your friendly neighborhood “estate planner near me”. We service the following places and their surrounding areas:
  • Katy, TX
  • Brookshire, TX
  • Fulshear, TX
  • Cinco Ranch, TX
  • Victoria, TX
  • Sugarland, TX

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