The Estates and Trusts Group at Houston Harbaugh understands the sensitivity that long-term wealth management and estate planning require. We ensure that clients are confident that their financial affairs are in order and their wishes will be respected, from matters needing a quick resolution to sophisticated issues requiring continued maintenance and supervision. Houston Harbaugh lawyers consistently recommend the most appropriate estate planning devices to clients, based upon their unique circumstances, balancing the costs with potential tax benefits. Working with us on your estate plan will provide a high level of confidence that your property will ultimately be distributed to your chosen beneficiaries (families and charities) in the manner you have determined.
Houston Harbaugh lawyers also work with clients to prepare a transition strategy for their business. We have the proficiency to develop succession plans tailored to meet the needs of both the business and its owners. Such plans typically balance the myriad of taxes the business owner faces, including income and death taxes.