Haley & Olson, PC provides extensive tax, probate, estate planning and asset preservation services for all types of clients, including individuals, doctors, business owners, trusts, family limited partnerships, charitable planning, private foundations, preparation of estate and gift tax returns and tax-planned wills. Our Waco estate planning lawyers can also draft and provide advice for Defective Grantor Trusts, Irrevocable Life Insurance Trusts, GRAT’s, CRT’s, etc. Whether you are an individual or private foundation, you can entrust to draft an estate plan that will ensure your wishes are carried out upon your death.

ESTATE PLANNING FOR INDIVIDUALS & BUSINESS OWNERS

As you age and begin to acquire property, stocks, 401ks and other assets, you should consider creating a basic estate plan so your family’s livelihood and legacy can live on. Basic Texas estate planning documents include:

  • Wills – legal document outlining which people or organizations you would like to leave your property to.
  • Naming Guardianship of Minor Children – If you pass away before your children become adults, you can choose whom to provide and care for them. If your family includes a special needs child that is no longer a minor but needs specialized care, you may also appoint a guardian for them.
  • Naming an Executor – Will executors are responsible for ensuring the terms of your will are carried out. These people should be unbiased, third-parties.
  • Trusts – Most business owners, or individuals with a high net worth should consider creating living trusts. At Haley & Olson, PC, we utilize powerful estate planning tools such as Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts and Charitable Remainder Trusts.

CONTACT OUR WACO BUSINESS ATTORNEY

At Haley & Olson, PC we are committed to helping individuals and business owners plan for their family’s future. Our firm brings over 100 years of combined legal experience to the table. As a full-service law firm, our team of attorneys each specializes in different areas of the law. You can rest assured, the legal counsel we offer is innovative, well-rounded and thoroughly researched.

Speak to an attorney today to start your estate plan. Contact us at (254) 776-3336!

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THE HALEY & OLSON ADVANTAGE

Founded in 1981, Haley & Olson has vast experience handling complex financial disputes and transactions pertaining to compliance, real estate, loans, and more. Our finance attorneys in Waco have the aggressive and proactive strategies needed to protect your interests—whether you need a transaction to be handled quickly or if you need results-driven litigation.

Our seasoned attorneys have over 100 years of experience combined—our history is marked by our ability to cut to the heart of any legal issue and craft a solution that meets your needs. Businesses rely on us to not only provide counsel—they consider us a vital part of their business’ long-term strategy, helping them navigate the legal issues that can weigh down a banking institution without an experienced attorney.

If your team is committed to excellence, you’ll want an attorney who is committed to the same. Haley & Olson, P.C. has been achieving the best results possible in Waco and throughout Texas—call us at (254) 776-3336 to begin developing your case.