Estate Planning can assist you with goals such as:

• Designing and administering trusts to meet your specific objectives, including living wills and trusts, testamentary trusts, credit shelters and charitable trusts
• Serving as the executor or co-executor of your estate
• Minimizing estate taxes
• Personal planning for incapacity and death
• Avoiding the expense and delay of probate
• Benefiting charitable organizations

Estate planning is one of the most effective ways to arrange future transfers of wealth and maximize financial well-being for both you and your family.

Change is inevitable in all stages of life. If you need to review your long-term financial plan or your estate plan, please call our Trust Division at 409-765-5561, Ext. 5434 or 281-334-5522, Ext. 5434, or e-mail us for a complimentary one-on-one personal financial analysis.