Plan - Protect - Preserve
Texas Estate Planning Designed For Your Family
Plan - Protect - Preserve
Texas Estate Planning Designed For Your Family
Texas Estate Planning Designed For Your Family
Texas Estate Planning Designed For Your Family
A carefully thought out estate plan can give you and your family peace of mind for many years to come. By seeking qualified advice and guidance about your specific situation, you can have a custom-tailored estate plan that will set your mind at ease.
You dedicate your life to protecting your most valuable assets, your loved ones. It only makes sense to ensure their protection after your passing. A well-crafted estate plan protects family members and loved ones of all ages so you can rest easy knowing they have protection for the future.
You have worked hard to build a comfortable life and a nest egg for your family. Your life savings should not go towards paying unnecessary taxes and probate fees. We can preserve your hard work with a little careful planning and preparation.
Telephone: 214-997-4320
Email: info@estateplansofdallas.com
Principal Office:
6951 Virginia Parkway Suite 214 McKinney, TX 75071
Office Hours By Appointment Only
We handle any type of will for virtually any family situation. We sit down with you to discuss your wishes and cover any questions you may have. Our will process is completely full service —from the drafting to the signing ceremony.
We offer all ancillary documents which typically come along with wills, including:
Financial Powers of Attorney
Medical Powers of Attorney
Living Wills
And More
The world of trusts can be confusing and complex but we will take the time to explain your options, making sure you understand the trust you select. Here are just some of the types of trusts we offer:
Living Trusts
Minor’s Trusts
Crummey Trusts
A/B or Credit Shelter Trusts
Generation Skipping Trusts
And More
The loss of a loved one is difficult. If there is a will, we can help the family figure out whether or not to probate the will. We can also assist an executor with his or her responsibilities and administration of the estate. If a will does not exist, we can help you make sure all assets are transferred as easily as possible. At this time, we do not handle contested probate cases.
We may be able to assist in other areas of the law on an as-needed case-by-case basis. Please contact us for further questions.
We offer competitive pricing, without sacrificing quality.
Please see pricing guide below.
From an early age, I was encouraged to pursue a career in law, but my path took a unique turn through military service.
After earning my undergraduate degree at Texas Christian University, I was commissioned as an officer in the United States Air Force and later attended Texas Wesleyan School of Law in Fort Worth. Studying law while serving in the military instilled in me a deep sense of responsibility—not just to uphold the law, but to ensure that legal decisions could withstand the high-stakes nature of battlefield conditions.
Following law school, I was stationed at Buckley Air Force Base in Aurora, Colorado, where I served as both a prosecutor and defense attorney in the Judge Advocate General (JAG) Corps. In addition to trial work, I provided legal counsel to active-duty and reserve personnel, as well as retired military families. It was during this time that I found my passion for helping individuals navigate complex legal matters—particularly in times of uncertainty.
When my military service concluded, I knew my experience working with military families would guide my next chapter. Returning to my home state of Texas, I transitioned into estate planning, offering services such as wills, trusts, powers of attorney, living wills, and healthcare directives, along with uncontested probate cases. My goal is to provide practical, effective solutions that give individuals and families peace of mind for the future.
Outside of my practice, I enjoy cheering on my daughter in soccer and golf, tackling DIY projects, and spending quality time with family. I look forward to helping you and your loved ones navigate your legal needs with the same dedication and care I’ve provided throughout my career.
Education:
Texas Wesleyan School of Law, J.D. 2006
Fort Worth, Texas
Texas Christian University, B.S. in Political Science 2003
Cume Laude
Fort Worth, Texas
Bar Admissions:
United States Supreme Court, 2011
United States Court of Appeals for the Armed Forces, 2007
State of Texas, 2006
Our firm believes in giving back to our community and especially our veterans. We take on one pro bono case per month in the area of estate planning. If you are a veteran, or know a veteran who could benefit from our services, please nominate them below. Thanks for thinking of a veteran!
Please reach us at info@estateplansofdallas.com if you cannot find an answer to your question.
In most cases, yes. A will ensures your assets and loved ones are protected according to your wishes. You should consider having a will if any of the following apply to you:
While there are rare cases where a will may not be necessary, consulting an estate planning attorney ensures your estate is handled efficiently and cost-effectively. Additionally, even without a will, a power of attorney for healthcare and financial matters is crucial to protect you in case of incapacity.
Take the first step toward peace of mind—start your estate plan today.
If you pass away without a will, Texas law dictates how your property is distributed. The process depends on your marital and family status:
If you are not married
If you are married
Without a will, asset distribution can be complex and may not align with your wishes. Creating an estate plan ensures your property is handled according to your preferences.
If your spouse survives you and is your child’s biological parent, they will automatically have custody.
However, if your spouse passes away with you (e.g., in a common accident) or is not your child’s biological parent, a judge may decide who gets custody. In such cases, any interested party—including family members you may not have chosen—can petition for custody.
To avoid uncertainty, you should legally designate a guardian for your child. This can be done in your will or through a Designation of Guardian document, ensuring your child is cared for by someone you trust.
If you have named a beneficiary on your bank accounts or life insurance policies, the funds will go directly to that person—as long as they are over 18 and legally eligible to receive them.
However, if the beneficiary cannot receive the funds (due to death or other legal reasons), your executor may have to go to court to determine how the assets are distributed.
What if my beneficiary is a minor?
If a minor child inherits a significant sum without a trust, a guardianship of the estate may be required. This process can be costly and time-consuming.
Setting up a trust ensures that the money is managed efficiently and protected for your child’s future, avoiding unnecessary legal complications.
Estate taxes are federal taxes applied to estates that exceed the federal exclusion amount, which changes periodically. Texas does not have a state estate tax, but estates exceeding the federal threshold are taxed at a high percentage on the excess amount.
If your estate is near or above the federal exclusion limit, consulting an estate planning attorney can help you explore strategies to reduce tax liability and ensure more of your assets go to your beneficiaries.
Having a will can save your estate substantial costs by avoiding heirship proceedings, which can be expensive and time-consuming. Without a will, the court must determine your legal heirs, often requiring attorney fees that start in the thousands and increase based on complexity.
In some cases, a small estate administration may be an option if the estate’s value is below a certain threshold (excluding homestead and other non-probate assets). However, if any property is inherited by a minor child, a guardianship may be required—further increasing costs.
Creating a proper estate plan ensures your assets are distributed efficiently, minimizing legal expenses and complications for your loved ones.
A living trust allows assets to bypass probate, as the trust—not you—legally owns the property. When you pass away, your assets transfer directly to your named beneficiaries without going through court.
However, Texas has a streamlined probate system, making living trusts less necessary compared to states with complex probate laws (like California). In most cases, a properly drafted Texas will can achieve the same goals at a lower cost and with less maintenance.
When a living trust might be beneficial in Texas
Consider a living trust if:
It's important to note that a living trust does not avoid estate taxes, though it may help reduce them—just like a well-structured tax-planned will. Because living trusts can be expensive to set up and maintain, it's best to consult an estate planning attorney to determine if one is right for you.
No. A living will and a living trust serve entirely different purposes:
Both documents are important in estate planning but address different aspects of your future care and asset management.
There are two key reasons to establish a trust for your minor children:
Setting up a trust ensures your child’s financial future is secure and well-managed without unnecessary legal hurdles.
Probate is the legal process where a court verifies the validity of a will and ensures it meets all legal requirements. The process also confirms that the will has not been revoked or canceled.
Once validated, the court issues Letters Testamentary, which give the executor the authority to:
While probate is not always required, it often simplifies the executor’s responsibilities and ensures a smoother asset distribution.
Not necessarily. In Texas, there are different types of probate, with some being relatively simple.
Having a properly drafted will can significantly streamline the probate process and help avoid unnecessary delays and expenses.
While probate is not always required, there are several situations where probating a will can be beneficial:
If you're unsure whether to probate a will, consulting a probate attorney can help determine the best course of action.
Most likely, yes. Nearly all courts require an executor to have an attorney when serving as an Independent Executor of an estate. This is because:
Due to these legal complexities, most courts require executors to work with an attorney to ensure the estate is handled properly and in compliance with the law.
Yes, a living will is different from a regular will, and having one can be important.
If you want to ensure your medical preferences are followed, a living will—along with a medical power of attorney—can provide clarity and reduce stress for your loved ones.
A Financial Power of Attorney (POA) allows you to designate a trusted person (called an attorney-in-fact) to manage your financial affairs on your behalf. This person is legally required to act in your best interest and can perform tasks such as:
Because a Financial POA grants significant authority, it’s essential to choose someone trustworthy and responsible. This document ensures that if you become incapacitated or unavailable, your financial matters can still be managed smoothly.
Yes, having a Medical Power of Attorney (POA) is important because it ensures that someone you trust can make healthcare decisions for you if you become unable to do so.
A Medical POA applies only to medical decisions and is different from a Financial POA, which covers financial and business matters. While your designated agent can make medical choices on your behalf, they typically cannot override your Living Will, which outlines your specific end-of-life care preferences.
Having a Medical POA gives you peace of mind knowing that your medical care will be handled according to your wishes by someone you choose.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.