Let Us Help You with Wills and Trusts
We have created some estate planning education videos to answer common questions. Please call 800-929-1725 and ask for Ms. Jessica Broll for the password you’ll need to access these videos. Please click this link for the estate planning video library.
At Wadler, Perches, Kerlick, our attorneys work closely with clients in creating wills and trusts and estate plans that help you reduce your tax burden, protect your business, and provide for the financial security of your family.
Consulting tax experts and financial planners, we explain how a will, trust, or gift giving plan can assist you in transferring and protecting more of your assets and avoid future legal complications during probate.
Since healthcare is a major concern for aging Americans and parents of disabled children, our attorneys can explain how establishing a trust and transferring assets can qualify a person for Medicaid without spending down their assets.
Effective planning for tomorrow begins today. We have the resources and experience needed to help you and your family create wills and trusts or an estate plan custom-fitted to your needs. Please contact us to schedule an appointment.
Wills and Trusts Are Only Part of a Typical Estate Plan
Our experienced, caring attorneys can help you in the following estate planning areas and more:
- Simple Will
- Healthcare Directive
- Special Needs Trusts
- Revocable and Irrevocable Trusts
- Testamentary Trusts
- Medicaid Eligibility
- Elder Law
- Reallocation of Assets
- Charitable Remainder Trusts
- Business Succession Planning
- Family Limited Partnerships
- Guardianships and Contested Guardianships
- Contested Will Litigation
- Probate Litigation
- Fiduciary Mismanagement
- Right of Survivorship Accounts
- Estate Tax Returns
- Trust Administration
We will tailor wills and trusts and an estate plan to meet your specific needs and goals, whether they include providing for the care of a family member with special needs, keeping your business or home in the family, or minimizing your heirs’ inheritance tax burden.
With its principal office in Wharton, Texas, and branch offices in El Campo, Fulshear, Richmond, and Bay City, Wadler, Perches, Kerlick can help you anywhere in the Gulf Coast Region. We serve clients in many other counties all along the Gulf Coast, between the San Antonio/Houston Corridor Area and across Texas.