Here are a few reasons why you need a consultation:
- What is your greatest concern for what would happen to your family, if something were to happen to you?
- Do you know exactly what would happen to your family if you didn't wake up tomorrow?
- Do you know exactly what would happen to your family if you became permanently disabled tomorrow?
Complimentary Consultation
We offer a complimentary consultation in our office during regular business hours. If you are interested, please contact us by email info@bolingerandhogue.com or call us at 972-309-0104.
Firm Services
Our fee quotation in any area is for a complete package necessary to complete the work. We provide notary service and witnesses at no extra charge.
Basic (Simple Will) Plan
Includes Wills with contingent minor's trust, if necessary; Durable Powers of Attorney; Medical Powers of Attorney, and Living Wills
Tax Planning Wills
Includes all of the above and Bypass Trusts in Wills.
Revocable Living Trust Plans (with tax planning for married couples)
Includes everything in Basic Estate Plan and the following: Trust can include Bypass, QTIP, and reverse QTIP Trusts; Generation Skipping Transfer Tax planning for children; bloodline protection; Affidavit and Certificate of Trust; Property Assignment; Real Estate and Mineral Deeds; Property Agreement; Memorandums to Guardian (for minor children); Memorandums of Distribution; and a Tax Impact Letter.
Irrevocable Trusts
Insurance trusts, gifting trusts, special purpose trusts, business trusts, management trusts, etc. Irrevocable Trusts include trust documents and supporting documents (varies with the type of trust); owner's manual; and trustee schedule of activities.
Business Entities
Most business entities including corporations, limited liability companies; family limited partnerships; and limited liability partnerships.
Family Limited Partnerships
Includes the FLP document, supporting documents, partnership operations manual, creation of the entity general partner, general partner supporting documents, funding, preparation of gifting documents and subsequent asset transfers, creation of at least one entity limited partner, entity limited partner supporting documents, Secretary of State filing fees, and the appraisal fee for the FLP itself (but not underlying asset appraisals).
Tax Litigation
Includes some tax litigation against the IRS in gift or estate tax cases. We are selective about the cases we do take.
Probate
Includes probate with a will or without a will (intestate). Will work on contested cases with co-counsel arrangement.
Estate Tax Returns -- Form 706
Includes preparing the Form 706 and Texas Inheritance Tax form.
Charitable Planning
Various charitable entities included.
