Estate Planning

Most people know they need an estate plan, but a majority never get around to making one—including people with significant assets or complex family dynamics. The decisions involved may seem too overwhelming. Or the need for estate planning may feel so remote that more immediate concerns take precedence. However, estate planning is an investment in your own peace of mind, and the guidance your family needs to understand and honor your wishes.

At Olvera Hall & Sillers, we understand both the challenges and the importance of estate planning. With nearly four decades of combined experience in Texas estate planning and the tax issues that accompany significant assets, we are equipped to plan for the most complex and challenging estates. Contact Olvera Hall & Sillers to schedule a consultation.

Why Make an Estate Plan?

An estate plan does more than distribute property after your death. A comprehensive estate plan allows you to name a guardian for your minor children and choose who will make your medical and financial decisions if you become unable to do so. It also allows you to protect assets for your heirs who may not be equipped to manage their inheritance on their own and to provide a clear roadmap to those who will one day be tasked with administering your estate. Furthermore, in light of the ever-changing tax climate, a comprehensive estate plan can give your beneficiaries the flexibility they need to minimize estate and income taxes.

At a time when they need to navigate your care or grieve your loss, your family will be able to focus on what matters. In the meantime, you will have peace of mind that whatever the future holds, you and your loved ones are prepared and protected.

Estate Planning Services

Our estate planning services include discussions about the persons whom clients would want to manage their financial and medical affairs in the event of their incapacity, how they wish to distribute their property, and consideration of the estate and gift tax impact of their decisions.

At Olvera Hall & Sillers, we work with our clients to design an estate plan that contains all the components they need, and none of what they don’t.

Basic estate planning documents include a last will and testament and medical and financial powers of attorney. We can also assist our clients in creating revocable living trusts, irrevocable support trusts, guardianship documents, premarital and post-marital agreements, and family business entities such as limited liability companies and partnerships. Once we understand our client’s estate and their objectives, we can then help them explore their options and develop a plan that is tailored to meet their needs.

Our Approach to Estate Planning

No two families are alike, and estate planning can raise potentially difficult discussions about money and family relationships. In addition, estate planning documents may not be needed for years after they are drafted. It is important to us that our clients understand what each document is and how it works so that they can be confident their plan will work as intended.

Over the years, as our clients’ families, assets, and needs change, we are here to help them update their plans accordingly. And when the time comes, we are here to guide and support their loved ones through the administration of their estate.