Tax Planning

At the Houser Firm, we recognize the necessity of transferring assets with a minimum of tax liability. We work with clients to effectively minimize not only estate taxes but also gift and generation-skipping transfer taxes. We understand our clients’ desires to transfer assets that they spent a lifetime accumulating on a tax-free or tax-deferred basis to their spouse, and then subsequently, on a tax-minimized basis to their children. Additionally, we help our clients take full advantage of all exemptions and exclusions allowed by law.

Estate Planning Representative Tools and Techniques

We combine representative tools and techniques together and use them as a foundation for crafting creative tax solutions to minimize estate, gift, and generation-skipping transfer taxes.

  • Maximizing annual gift tax exclusions
  • Maximizing medical and educational exclusions
  • Transferring assets to irrevocable trusts
  • GRATs
  • CRUTs
  • QPRTs
  • Making gifts to Section 529 educational plans
  • Forming, funding, and making gifts utilizing family limited parterships

Creating Charitable Trusts and Foundations

Although the state of Texas has no separate estate or inheritance tax, federal estate tax exemptions and regulations are constantly changing. Therefore, frequently reviewing your estate plan with an expert estate planning attorney ensures that your plan reflects changes in the federal estate tax laws and will provide you and your family with maximum benefit.

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