A good estate plan can help you provide for the continuation of a business, distribute assets to your children or spouse and help ensure your health care is managed the way you choose. When you work with our Dallas CPA firm, we will meet with you to discuss your goals and objectives regarding charitable giving, wealth preservation, and caring for your family.

Our estate planning services include:

  • Estate and income tax returns
  • Assistance choosing other professionals like attorneys, life insurance professionals, trust officers, and financial planners
  • Insurance and asset protection
  • Succession planning and business continuation
  • Buy/sell agreements
  • Buy-sell agreements
  • Estate and income tax planning
  • Preparation of estate tax returns
Let us help you plan for your future and protect your savings. We believe that the first step in developing an estate plan is listening. Listening develops trust and helps us get to know you and your goals for the future. Then we can recommend strategies for developing a plan that meets your needs. Call Mark Patten at 214-696-1922 to discuss your estate planning needs and arrange a consultation.