Estate Planning

The attorneys at Jordan, Houser & Flournoy, LLP will work with you to ensure that your property is transferred according to your wishes, that you are able to provide financial security for your spouse, and that your estate pays the least amount of estate taxes possible. A well-designed estate plan also includes documents such as powers of attorney that avoid a court-administered guardianship in the event of your incapacity. We also often utilize sophisticated techniques to transfer wealth from generation to generation.

The firm will guide you through each step of the estate planning process. This means that we will assist you in evaluating your needs, suggest alternative distribution plans, draft your documents, and provide you with the formalities necessary for their effective execution.

These are some of the instruments we tailor to fit your needs in our estate planning practice:

• PowerPoint diagrams
• Wills and living trusts
• GRATs
• CRUTs
• Defective Sales to IDGTs
• Private Foundations
• QPRTs
• Durable statutory powers of attorney
• Medical powers of attorney
• Directives to physicians
• Declarations of guardians
• Declarations of guardians for children
• Donor cards
• Burial statements
• Commutation Agreements

With offices conveniently located in Dallas, Rockwall and Frisco, we are able to serve clients in the areas where they live and throughout Texas.