Estate Planning

Estate Planning is a comprehensive effort to measure the assets of an individual or married couple, consider their intentions for asset division at death, and minimize the taxes. 

Estate planning usually involves a Will that describes a person’s desire for their legacy. It also consists of trusts, family limited partnerships, annual gifts, and other tools. 

Estate Planning in Waco Texas is not just drafting a will with an estate and probate attorney. Instead, it blends three separate elements:

  1. The asset type
  2. Desires of the person dividing the assets 
  3. Taxes 

Our Waco estate planning lawyers consider all three to ensure that our client’s intentions are effective at death.

If you are seeking an estate plan, you need the skilled assistance of a trusted attorney who can give you the peace of mind that your intent is delivered after your death. Our estate planning attorneys can provide guidance and will take the time to answer your questions and keep you involved throughout the process.

Since 1925, Dunnam & Dunnam has given its individual and family clients with the benefit of experience, in-depth legal knowledge, and a commitment to providing excellent service. We take the time to understand your unique situation, answer questions, and provide options to address your specific needs.

Board-Certified Waco Probate & Estate Planning Lawyer

We customize our probate and estate planning design to address the distinct needs of our clients’ desires. We will continue to stay alert and accessible throughout our representation, answering your questions, and addressing your concerns as they arise. If you need an Estate Planning – Probate Law law firm or Estate Planning – Probate Law attorney in Waco, Texas, or Central Texas, Dunnam and Dunnam and its attorneys are here to help you. Please call one of our estate planning attorneys at 254-753-6437

Basic Estate Planning involves the preparation and review of legal documents and the furnishing of other legal advice and services, all concerning matters such as those involving:

  • Simple wills
  • Simple trusts
  • Non-testamentary transfers involving:
    • Living trusts
    • Qualified retirement plans
    • Life insurance beneficiary designations
    • Right of survivorship agreements
    • Pay-on-death agreements
    • Trust account agreements
  • Durable general powers of attorney
  • Medical powers of attorneys
  • HIPPA authorizations for the release of confidential medical information
  • Directives to physicians, commonly known as living wills
  • Directives for disposition of bodily remains

Advanced Estate Planning involves the preparation and review of legal documents and the furnishing of other legal advice and services, all concerning matters such as those involving:

  • Complex wills
  • Complex trusts including
    • Marital deduction trusts
    • Q-Tip trusts
    • Generation skipping trusts
    • “Crummey” trusts
    • Life insurance trusts
    • Special needs trusts
    • Miller trusts
  • Pre-marital property agreements
  • Post-marital property agreements
  • Agreements converting property from separate to community
  • Family limited partnerships
  • Family limited liability companies
  • Estate taxation issues
  • Medicare issues
  • Medicaid issues
  • Creditor protection issues
  • Retirement issues
  • Estate tax

Probate and Administration and Estate and Trust Litigation involves the preparation and review of legal documents, the resolution of disputes by negotiation, mediation, arbitration, or litigation, and the furnishing of other legal advice and services, all concerning matters such as those involving:

  • Probate of wills
  • Affidavits of heirship
  • Declaration of heirship proceedings
  • Administration, partition, and settlement of estates
  • Preparation of estate and inheritance tax returns
  • Will contests
  • Removal of estate representatives
  • Modification of trusts
  • Termination of trusts
  • Removal of trustees
  • Other estate litigation
  • Other trust litigation

The following attorney at Dunnam and Dunnam engages and is certified as a specialist by the Texas Board of Legal Specialization in the practice of Estate Planning – Probate Law:

The following attorneys at Dunnam and Dunnam, also, engage in the practice of Estate Planning – Probate Law:

Call one of our Waco Estate Planning and Probate attorneys today at 254-753-6437.

Vance Dunnam Waco Attorney at Dunnam & Dunnam

Vance Dunnam, Jr.

Vance has been licensed by the State Bar of Texas since 1977 and has practiced law in Waco, Texas since 1978.

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Contact an estate planning attorney at 254-753-6437 for a free consultation and peace of mind.