Sherman, Texas Estate Planning Lawyers
We have extensive experience helping families and individuals in their retirement planning. We listen to their concerns and then guide them to the most appropriate retirement plan to address those concerns. As an elder care attorney for over 25 years in Whitesboro, Texas, I know the fears and concerns when they or a loved one is faced with the need for full time elder care planning and assistance with the daily activities of living. No one wants to be confined to a nursing home, but it happens suddenly and without warning. As a...
Upon leaving the Army I became a successful small business owner. This experience provided me with invaluable insight into the legal needs and the struggles that businesses all sizes and individuals face each day.
Additionally, it allowed me...
Mr. Shutt’s Qualifications And Memberships:
Isaac Shutt is licensed to practice law in the State of Texas.
Southern Methodist University, Dedman School of Law, juris doctor, Cum Laude
Southern Methodist University, Bachelor of...
Taylor graduated from the Baylor Law School. She attended this prestigious university with a full-tuition scholarship. As a law student, she balanced her studies with a variety of extracurricular work, serving as Secretary and Executive Vice-President for the Student Bar Association and working as an editing assistant for professor Gerald Powell, director of...
Bill's Legal Assistant is Lynn Haverkamp.
Larry's Legal Assistant is Kim Moudy.
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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