Wills, Trusts, & Estate Planning Services in Crandall, Texas, 75114 at Montgomery Legal

Looking for trusted Wills, Trusts, and Estate Planning services in Crandall, Texas, 75114? At Montgomery Legal, we focus on providing comprehensive legal solutions to help secure your future, including will and trust drafting, medical planning, and other estate planning services to protect your assets and ensure your family's well-being.

Establish wills to ensure your assets are distributed according to your wishes

Set up trusts to manage and protect your assets efficiently

Designate trusted individuals to make important financial and medical decisions

Minimize tax liabilities and maximize the inheritance for your beneficiaries

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Will Drafting
Establish Wills to ensure your assets are distributed according to your wishes.
Trusts
Set up trusts to manage and protect your assets efficiently.
gavel
Powers of Attorney
Designate trusted individuals to make important financial and medical decisions on your behalf.
Estate Tax Planning
Minimize tax liabilities and maximize the inheritance for your beneficiaries.
Medical Plannig
Ensure your medical wishes are honored with advance directives and POAs.
Guardianship Designations
Appoint guardians for minor children or incapacitated adults for their their care and protection.
The Montgomery Legal Difference

Faith, Reliability, and Dedication

Montgomery Legal's commitment surpasses simply meeting your legal needs. As an attorney and CPA-led firm grounded in Christian values, we operate with integrity, compassion, and tireless work ethic.

Effective communication is essential for successful relationships. We prioritize keeping our clients informed and reassured, and our dedicated team works relentlessly to meet and exceed your expectations.

Grounded in Christianity

Our firm, rooted in Christian values, handles each case with integrity, compassion, and a commitment to serve. Our faith steers us in advocating justice and providing ethical, attorney and CPA-led legal services.

Reliable Communication

At PLC, we understand that clear and consistent communication is the key to successful legal outcomes. You are always informed, heard, and understood with us.

Dedication to Your Legal Needs

Every client, every case matters to us. Our attorney and CPA-led team is devoted to offering personalized legal solutions that safeguard your interests and secure your future.

Montgomery Legal is the trusted local legal service that residents of Crandall, Texas, 75114 rely on for comprehensive Wills, Trusts, and Estate Planning services. Crandall, Texas, nestled within the DFW Area, is a vibrant community known for its mix of modern amenities and traditional values, with popular attractions like Hot Rodz Diner and El Jacalito. This thriving hub is ideal for individuals and families seeking top-tier legal protection and peace of mind.

Montgomery Legal is the trusted local legal service that residents of Crandall, Texas, 75114 rely on for their high-quality estate planning needs. Our local Crandall team is highly skilled in drafting wills, creating trusts, and providing legal advice to protect your assets and ensure your family's well-being. With years of experience, we focus on safeguarding your future and maintaining your peace of mind.

With nearly a decade of experience, we have served clients throughout the entire DFW region, including Frisco, Little Elm, Prosper, Sherman, Denison, Pilot Point, Tyler, Plano, McKinney, and beyond. Whether you're looking to draft a will or need comprehensive estate planning services, our team is ready to provide exceptional legal service in Crandall and beyond.

If you need trusted legal services in Crandall, Texas, for durable and reliable estate planning, call Montgomery Legal at 214-432-6100. We are proud locals and native Texans committed to serving our community with the highest standards of legal care.

Upholding Christian Principles in Your Legal Endeavors

At Montgomery Legal, we uphold a commitment to Christian principles that resonate with your needs while focusing on your desired estate planning outcomes in Crandall. Guided by Zachary J. Montgomery, JD, CPA, CFE, we ensure that our values of integrity, compassion, and diligence are reflected in all our services.

Keeping You Informed at every step of the process

Transparent, timely communication is the cornerstone of our relationship with you. We are dedicated to keeping you well-informed and confident in every estate planning decision, fostering a partnership based on trust, collaboration, and mutual respect in Crandall.

customized Legal Strategies for Your Distinctive Needs

We recognize that your estate planning challenges and aspirations are uniquely yours. Our approach is meticulously tailored, placing emphasis on gaining a deep understanding of your circumstances, goals, and values to formulate strategies that resonate with your aspirations in Crandall.

Comprehensive Care for You and Your Family

Understanding that safeguarding your family’s future is paramount, our estate planning services are thoughtfully crafted with their well-being in mind. Through tested legal counsel, we’re dedicated to fortifying your position and establishing a prosperous and secure legacy for those you hold dear in Crandall.
Zachary J. Montgomery JD, CPA, CFE

Meet Zachary J. Montgomery, JD, CPA, CFE

Zachary J. Montgomery, JD, CPA, CFE, a dedicated legal professional with impressive credentials, is dedicated to solving your legal problems. As a licensed attorney, Certified Public Accountant (CPA), and Certified Fraud Examiner (CFE), Zachary provides extensive skills and a holistic perspective to legal services. Additionally, Zachary serves as an adjunct professor, teaching estate planning at the University of North Texas.

His mission extends beyond providing top-notch legal solutions. It also involves building lasting partnerships built on transparency, integrity, and shared values. With Zachary on your side, you can confidently navigate federal taxes, estate planning, and business law complexities.

ZACHARY IS YOUR TRUSTED LEGAL Advocate

As a seasoned attorney and CPA, he serves as a reliable partner in your legal journey.

Education

Zachary J. Montgomery has a strong academic background that forms the basis for his legal and professional experience.

  • University of Virginia School of Law: Juris Doctor (J.D.)
  • Texas A&M University: Master of Science (M.S.) in Management Information Systems, summa cum laude
  • Texas A&M University: Bachelor of Business Administration (B.B.A.), Accounting and Business Honors, summa cum laude

Each degree and institution has contributed significantly to his intellectual growth and professional competence.

Bar and Court Admissions

Zach's credentials allow him to represent clients before a wide range of jurisdictions. He is admitted to practice in the following courts:

  • State Bar of Texas
  • U.S. District Court for the Eastern, Northern, & Western Districts of Texas
  • U.S. Tax Court
  • U.S. Supreme Court
Professional Associations & Memberships

Zach's dedication to excellence in the field of tax law and beyond is further reflected in his active participation in professional associations. He holds memberships in the following organizations:

  • State Bar of Texas
  • ~Tax Section
  • ~Real Estate, Probate & Trust Law Section
  • Texas Aggie Bar Association
  • Collin County Bar Association
  • Association of Certified Fraud Examiners (ACFE)
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of CPAs (TXCPA)
  • ~Relations with IRS Committee
  • ~Professional Ethics Committee
  • ~Business Valuations, Forensics, and Litigation Services Committee

His active involvement in these associations allows him to stay up-to-date with the latest legal developments and contribute to the legal profession's ongoing evolution.

Representative Matters

Zach's extensive experience in the field of tax, estate, and business law is illustrated by his history of handling a variety of complex issues. He has been involved in numerous cases, including:

  • IRS Tax Penalty Representation: Abatement of failure-to-file, failure-to-pay, and failure-to-make estimated tax penalties totaling more than $200,000.
  • IRS Trust Fund Recovery Penalty Representation: Represented clients in obtaining full abatement or waiver of trust fund recovery penalties.
  • IRS Tax Penalty Representation: Represented clients in obtaining full abatement or waiver of federal tax penalties, including failure-to-file and failure-to-pay penalties and international reporting obligation penalties such as Forms 5471, 5472, 3520, 3520-A, 8938, and FBAR.
  • Innocent Spouse Relief: Represented innocent spouses in obtaining full innocent spouse relief under I.R.C. §6015.
  • Collection Due Process Hearings and Litigation: Counsel for clients in Collection Due Process (CDP) hearing matters, including representation before the IRS Independent Office of Appeals and United States Tax Court.
  • Criminal Tax Investigation; Non-Prosecution: Represented client in criminal tax investigation by IRS Criminal Investigation Division involving allegations of income tax evasion; obtained an agreement from IRS CID not to seek prosecution against the client.
  • IRS Streamlined Filing Compliance Procedures: Represented clients with respect to successful submissions under the IRS Streamlined Filing Compliance Procedures.
  • Offshore Voluntary Disclosure Program: Represented clients with respect to unfiled tax return matters including preparation and submission of Offshore Voluntary Disclosure Program (OVDP) materials, Streamlined Filing Compliance Procedure materials, and other IRS voluntary disclosure programs.
  • IRS Collection Alternatives: Counseled clients on IRS collection alternatives such as offers in compromise, resulting in significant reductions in and/or eliminations of tax debts.
  • Tax Planning: Provided legal counsel to clients on tax effects and structuring of domestic and international business transactions, including formations, acquisitions, dispositions, mergers, and reorganizations.
  • State Tax Audit Representations: Represented companies in sales tax audits. Obtained “no-change” audit result for clients.
  • Trust & Estate Planning: Created and drafted robust estate plans for high-net-worth families, involving complex trusts.
  • Real Estate Transactions: Represented lessors and lessees in negotiating commercial lease agreements in the Texas market.
  • Estate Planning: Guided clients through the estate planning process, creating comprehensive plans to protect assets, minimize tax liabilities, and ensure the smooth distribution of wealth according to their wishes upon death or incapacitation.
  • Business Planning: Provided extensive business planning services, assisting clients in setting objectives, formulating strategies, and developing actionable plans to establish, operate, and grow their businesses while addressing key aspects such as market analysis, financial projections, risk management, and succession planning.

Zach's representative matters reflect his commitment to providing quality legal services, his dedication to his clients, and his profound understanding of the complex nuances of law.

Publications

Zach has been a prolific contributor to the knowledge base in the field of tax law. His work has been published on a variety of important subjects, including:

  • "You Received an IRS Letter 6316, Now What?" - JD Supra, July 11, 2022
  • "You Received an IRS Notice CP2000, Now What?" - JD Supra, June 3, 2022
  • "You Received an IRS LT11 Notice (or Letter 1058), Now What?" - JD Supra, May 17, 2022
  • "A Win for Taxpayers—Section 6330(d)(1) is a Nonjurisdictional Deadline" - JD Supra, May 3, 2022
  • "Notable Tax Takeaways from President Biden’s Budget" - JD Supra, March 31, 2022
  • "Texas Deceptive Trade Practices Act Claims" - JD Supra, March 17, 2022
  • "Supreme Court Update on Tax Cases (March 1, 2022)" - JD Supra, February 28, 2022
  • "Actions (and Inactions) Matter with Innocent Spouse Relief—Jones v. Commissioner" - JD Supra, February 22, 2022
  • "IRS Criminal Investigation’s Top Ten Cases 2021" - JD Supra, February 9, 2022
  • "CDP Proceedings—Is the Time Limit in Section 6330(d)(1) a Jurisdictional Requirement for Tax Court Petitions?" - JD Supra, February 8, 2022
  • "No Right to Intervene?—IRS Third-Party Summonses" - JD Supra, February 4, 2022
  • "A Current ‘Playoff Picture’ of Non-Willful FBAR Violations" - JD Supra, January 21, 2022
  • "Section 6700 Penalties – False or Fraudulent Statements" - JD Supra, September 20, 2021
  • "Cryptocurrency, Third-Party Subpoenas, and Personal Jurisdiction Collide—Strobel v. Lesnick" - JD Supra, September 2, 2021
  • "Missed Window—Taxpayer Loses Chance to Sue IRS on Claim for Refund" - JD Supra, August 19, 2021
  • "Back Off, IRS!—Accounts Holding Advance Child Tax Credit Payments Immune from Levy?" - JD Supra, August 13, 2021
  • "Tough Luck, Taxpayer!—IRS Continues to Levy on Social Security Benefits" - JD Supra, August 4, 2021
  • "'Extreme Personal Hardship' Doesn’t Excuse Trust Fund Recovery Penalties" - JD Supra, July 23, 2021
  • "Ill and Illiterate—Torres v. Commissioner" - JD Supra, June 16, 2021
  • "Passport Revocation Challenges—Shitrit v. Commissioner" - JD Supra, June 8, 2021
  • "Tax Court Addresses Reasonable Cause Standard and Tax Penalties" - JD Supra, May 18, 2021
  • "But, Your Honor, There’s A Coronavirus Pandemic, Part II—United States v. Ishmael" - JD Supra, March 5, 2021
  • "Forget Uncle Sam—Watch Out for the Tax Comptroller" - JD Supra, February 9, 2021
  • "COVID-19 Relief? Think Again!—Corporate Charitable Contributions for Disaster Relief"
Speaking Engagements

Zach has frequently been invited to share his unique insights on various topics in law. He has been a key speaker at the following events:

  • "Trusts, Charities, and Taxes" - UNT Financial Planning Day, Denton, Texas, October 18, 2023
  • "Estate Planning Seminar for Families and Seniors" - Denton, Texas, October 17, 2023
  • "Estate Planning Seminar for Families and Seniors" - Prosper, Texas, October 9, 2023
  • "Estate Planning Seminar for Families and Seniors" - Prosper, Texas, August 18, 2023
  • "Estate Planning Seminar for Families and Seniors" - Frisco, Texas, July 27, 2023
  • "Religious Liberty Update - 2023" - Plano, Texas, July 16, 2023
  • "Estate Planning Seminar for Families and Seniors" - Lewisville, Texas, July 11, 2023
  • "Religious Liberty Update - 2023" - Plano, Texas, July 9, 2023
  • "Wealth Transfer Strategies" - Southlake, Texas, June 29, 2023
  • "Complex Problems Demand Comprehensive Solutions" - Abiding Wealth Webinar, June 21, 2023
  • "Roe’s Decrescendo: From Force to Corse" - Prosper, Texas, July 17, 2022
  • "Roe’s Decrescendo: From Force to Corse" - Plano, Texas, July 10, 2022
  • "Roe’s Decrescendo: From Force to Corse" - Plano, Texas, July 3, 2022
  • "Federal Tax Procedure and Ethics" - Tax Court Program Class, October 28, 2021
  • "Trust Fund Recovery Penalties: Civil & Criminal Concerns" - CPA Academy Webinar, October 22, 2021
  • "Trust Fund Recovery Penalties: Civil & Criminal Concerns" - CPA Academy Webinar, October 15, 2021
  • "Federal Rules of Evidence" - Tax Court Program Class, October 14, 2021
  • "Substantive Tax Issues, Part II" - Tax Court Program Class, September 30, 2021
  • "Substantive Tax Issues, Part I" - Tax Court Program Class, September 15, 2021
  • "An Introduction to the Tax Court: Jurisdiction, Procedure, and Overview" - Tax Court Program Class, September 2, 2021
  • "Married to My (Ex)Spouse’s Taxes: Innocent Spouse Relief" - CPA Academy Webinar, March 3, 2021
  • "Married to My (Ex)Spouse’s Taxes: Innocent Spouse Relief" - CPA Academy Webinar, February 1, 2021
  • "Married to My (Ex)Spouse’s Taxes: Innocent Spouse Relief" - CPA Academy Webinar, February 8, 2021
Honors and Awards

In recognition of his outstanding work and significant contributions to the field of law, Zach has received the following awards:

  • Neighborhood Fave, Nextdoor, 2023
  • JD Supra Readers’ Choice Top Author, 2021
[Montgomery Legal] worked with us to file our taxes this year. We had been with the same advisor for 5+ years but they made the transition very smooth. Zach was very professional and informative. He was very thorough walking us through the whole process and made sure we are maximizing our tax benefits, not only from last year but going forward. Definitely recommend!
Andrew Steele, client of Provident Legal Counsel (PLC)

Andrew Steele

Highly Valued Client

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WILL DRAFTING IN Crandall, Texas, 75114

Ever worry about what will happen to your assets and loved ones when you drive around Self Love Skin Care in Crandall Texas? Creating a will gives you peace of mind that your wishes are honored, providing security for your family.

You’re not alone in wanting to protect your legacy. Many individuals seek effective solutions to manage their assets and ensure their loved ones are taken care of. That's exactly what our Will Drafting services at Montgomery Legal are designed to do.

Imagine knowing your family’s future is secure. With Montgomery Legal’s Will Drafting services, that peace of mind can be a reality. Our carefully crafted wills help you distribute your assets according to your wishes, protecting your family's interests.

Here’s what our Will Drafting services include:

  • In-Depth Consultation: We start with a thorough consultation to understand your needs and recommend the best options for your will.
  • Detailed Drafting: Each will is precisely drafted to reflect your specific wishes and promote legal compliance and clarity.
  • Review and Finalization: Our team reviews the will with you, making any necessary adjustments before finalizing the document.
  • Secure Storage: We provide you with your original will while always maintaing a digital copy of your document.

Why wait? Protect your legacy today by scheduling a consultation with us. Just call 214-432-6100 or visit our website. Let us help you secure your family's future.

Remember, at Montgomery Legal we're committed to providing top-quality legal solutions that meet your specific needs. Our Will Drafting services are designed to address your wishes with no hassle in Crandall Texas.

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TRUST CREATION AND ADMINISTRATION IN Crandall, Texas, 75114

Ever worry about protecting your assets and providing for your family while driving around Evans Recreation Center in Crandall Texas? Setting up a trust can address your assets and avoid the probate process, providing a smooth transition and peace of mind when the unexpected happens.

You’re not alone in wanting to safeguard your assets. Many individuals seek effective solutions to protect their wealth and provide for their loved ones. That's exactly what our Trust Creation and Administration services at Montgomery Legal are designed to do.

Imagine knowing your assets are secure and well-managed. With Montgomery Legal’s Trust Creation and Administration services, that peace of mind can be a reality. Our carefully crafted trusts address the efficient protection and management of your assets.

Here’s what our Trust Creation and Administration services include:

  • In-Depth Consultation: We start with a thorough consultation to understand your needs and recommend the best trust options.
  • Customized Trusts: Each trust is tailored to fit your specific requirements and wishes to provide complete and seamless management of your assets.
  • Professional Administration: We can help you administer the trust, helping with legal, compliance, and tax matters.
  • Ongoing Support: We can provide continuous support to manage and adjust the trust as needed, helping the trust remain effective over time.

Why wait? Secure your assets today by scheduling a consultation with us. Just call 214-432-6100 or visit our website. Let us help you protect your wealth and provide for your loved ones.

Remember, at Montgomery Legal we're committed to providing top-quality legal solutions that meet your specific needs. Our Trust Creation and Administration services are designed to address your wishes with no hassle in Crandall Texas.

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POWERS OF ATTORNEY IN Crandall, Texas, 75114

Ever worry about who will make crucial decisions for you if you’re unable to while driving around Cheer Faces All-Stars Gym in Crandall Texas? Setting up a Power of Attorney allows trusted individuals to make important financial and medical decisions on your behalf.

You’re not alone in wanting to ensure your affairs are handled responsibly. Many individuals seek effective solutions to designate trusted agents for their financial and healthcare decisions. That's exactly what our Power of Attorney services at Montgomery Legal are designed to do.

Imagine having confidence that your financial and medical affairs will be addressed in your absence. With Montgomery Legal’s Power of Attorney services, that peace of mind can be a reality. Our carefully crafted documents allow your designated agents to act on your behalf when needed.

Here’s what our Power of Attorney services include:

  • In-Depth Consultation: We start with a thorough consultation to understand your needs and recommend the best Power of Attorney options.
  • Detailed Drafting: Each Power of Attorney document is precisely drafted to reflect your specific wishes, ensuring legal compliance and clarity.
  • Review and Finalization: Our team reviews the documents with you, making any necessary adjustments before finalizing them.
  • Secure Implementation: We coordinate the execution of your Powers of Attorney, so that they are ready to be used when needed.

Why wait? Address your decision-making authority today by scheduling a consultation with us. Just call 214-432-6100 or visit our website. Let us help you designate trusted agents to act on your behalf.

Remember, at Montgomery Legal we're committed to providing top-quality legal solutions that meet your specific needs. Our Power of Attorney services are designed to address your wishes with no hassle in Crandall Texas.

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MEDICAL PLANNING IN Crandall, Texas, 75114

Ever worry about who will make medical decisions for you if you’re unable to while driving around Rusted Rail Golf, Grill, & Venue Rental in Crandall Texas? Setting up certain Medical Planning documents addresses your medical wishes, providing peace of mind for you and your family.

You’re not alone in wanting to ensure your medical preferences are respected. Many individuals seek effective solutions to communicate their healthcare decisions. That's exactly what our Medical Planning services at Montgomery Legal are designed to do.

Imagine knowing that your medical care wishes have been addressed in advance. With Montgomery Legal’s Healthcare Directives services, that peace of mind can be a reality. Our carefully crafted medical planning documents ensure that your healthcare preferences are clearly communicated.

Here’s what our Medical Planning services include:

  • In-Depth Consultation: We start with a thorough consultation to understand your needs and recommend the best Medical Planning options.
  • Detailed Drafting: Each document is precisely drafted to clearly reflect your specific wishes, ensuring legal compliance and clarity.
  • Review and Finalization: Our team reviews the documents with you, making any necessary adjustments before finalizing them.
  • Secure Implementation: We coordinate the execution of your Medical Planning documents, so that they are ready to be used when needed.

Why wait? Secure your medical care preferences today by scheduling a consultation with us. Just call 214-432-6100 or visit our website. Let us help you ensure your healthcare wishes are clearly communicated.

Remember, at Montgomery Legal we're committed to providing top-quality legal solutions that meet your specific needs. Our Medical Planning services are designed to address your wishes with no hassle in Crandall Texas.

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GUARDIANSHIP DESIGNATIONS IN Crandall, Texas, 75114

Ever worry about who will take care of you or your minor children while driving around Rodriguez in Crandall Texas? Establishing Guardianship Designations addresses the care of your loved ones to trusted individuals in your absence.

You’re not alone in wanting to ensure your loved ones are protected. Many individuals seek effective solutions to designate guardians for their children and themselves should they become incapacitated. That's exactly what our Guardianship Designations services at Montgomery Legal are designed to do.

Imagine knowing that you have designated trusted individuals to care for you and your minor children in advance. With Montgomery Legal’s Guardianship Designation services, that peace of mind can be a reality. Our carefully crafted designations clearly communicate which trusted individuals should care for your loved ones.

Here’s what our Guardianship Designation services include:

  • In-Depth Consultation: We start with a thorough consultation to understand your needs and recommend the best guardianship options.
  • Detailed Drafting: Each Guardianship Designation is precisely drafted to reflect your specific wishes, ensuring legal compliance and clarity.
  • Review and Finalization: Our team reviews the designations with you, making any necessary adjustments before finalizing them.
  • Secure Implementation: We coordinate the execution of your Guardianship Designations, so that they are ready to be used when needed.

Why wait? Secure your loved ones’ future today by scheduling a consultation with us. Just call 214-432-6100 or visit our website. Let us help you designate trusted guardians for your family.

Remember, at Montgomery Legal we're committed to providing top-quality legal solutions that meet your specific needs. Our Guardianship Designation services are designed to address your wishes with no hassle in Crandall Texas.

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ESTATE TAX PLANNING IN Crandall, Texas, 75114

Ever worry about the tax burden on your estate and how it will affect your heirs while driving around Tuna's Barbershop in Crandall Texas? Effective estate tax planning addresses the preservation and transfer of your assets with minimal tax impact.

You’re not alone in wanting to minimize the tax burden on your estate. Many individuals seek effective solutions to reduce estate taxes and maximize their legacy. That's exactly what our Estate Tax Planning services at Montgomery Legal are designed to do.

Imagine knowing your estate will transfer with minimal tax liability. With Montgomery Legal’s Estate Tax Planning services, that peace of mind can be a reality. Our carefully crafted strategies address the tax impact on your estate.

Here’s what our Estate Tax Planning services include:

  • In-Depth Consultation: We start with a thorough consultation to understand your needs and recommend the best estate tax planning strategies.
  • Detailed Analysis: Each plan is based on a detailed analysis of your assets and potential tax liabilities, selecting the most effective strategies.
  • Professional Implementation: Our team helps you implement the plan, ensuring all legal and financial steps are properly taken.
  • Ongoing Review: We provide continuous support to review and adjust the plan as needed, ensuring it remains effective over time.

Why wait? Secure your estate’s future today by scheduling a consultation with us. Just call 214-432-6100 or visit our website. Let us help you minimize the tax burden on your estate.

Remember, at Montgomery Legal we're committed to providing top-quality legal solutions that meet your specific needs. Our Estate Tax Planning services are designed to address your wishes with no hassle in Crandall Texas.

Secure Your Future with Trusted Estate Planning in Crandall, Texas, 75114

Enjoy peace of mind with Montgomery Legal's top-tier estate planning services in Crandall, Texas, 75114. Our experienced team helps you with will drafting, trust creation, and comprehensive estate planning to protect your assets and loved ones. Contact us today to schedule a consultation and start securing your family's future with personalized legal solutions. Call 214-432-6100 now!
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Frequently Asked Questions

FAQs for Wills, Trusts, & Estate Planning Services in Crandall, Texas, 75114

Get instant answers to common queries about our services.

How does your fee structure work?

At Montgomery Legal, our fee structure operates primarily on competitive rates and fixed fees for specific services like federal taxes, business planning, and estate planning. This approach provides several benefits to you:

  • Predictability: You'll know upfront the cost of the legal services required. There are no surprise bills or hidden fees - just straightforward, competitive pricing.
  • Budget-friendly: With fixed fees for designated services, you can budget accurately and evade unforeseen expenses.
  • Focus on quality: Our fee structure permits us to concentrate on delivering you top-notch service without hourly billing constraints.

Our commitment is to offer transparent and fair pricing without compromising the excellence of our service.

What is Estate Planning and Why is it Important?

Estate planning involves making decisions about how your assets will be managed and distributed during your life and after your death. It is crucial because it addresses your wishes, provides for your loved ones, and can help minimize taxes and legal complications.

What Services Does Montgomery Legal Offer in Estate Planning?

Montgomery Legal offers comprehensive estate planning services, including:

  • Will Drafting: Ensure your assets are distributed according to your wishes.
  • Trust Creation: Manage and protect your assets efficiently.
  • Powers of Attorney: Designate trusted individuals to make financial and medical decisions on your behalf.
  • Medical Planning: Plan for your medical wishes in advance with advance directives, POAs, and more.
  • Guardianship Designations: Appoint guardians for minor children or incapacitated adults.
  • Estate Tax Planning: Minimize tax liabilities and maximize inheritances for your beneficiaries.

How Can Estate Planning Benefit My Family in Crandall, Texas, 75114?

Estate planning in Crandall, Texas, 75114 can provide numerous benefits, including:

  • Protecting your family’s financial future by ensuring assets are distributed according to your wishes.
  • Minimizing family disputes by clearly outlining your wishes.
  • Reducing the tax burden on your estate and beneficiaries.
  • Providing peace of mind knowing that your loved ones are taken care of.

Contact us today to learn more about how estate planning can benefit your family.

What is the Process for Creating a Will with Montgomery Legal in Crandall, Texas, 75114?

The process for creating a will with Montgomery Legal in Crandall, Texas, 75114 is straightforward:

  • Initial Consultation: Discuss your assets, beneficiaries, and wishes with our experienced attorney.
  • Drafting the Will: We will draft a will that reflects your wishes and meets all legal requirements.
  • Review and Finalization: Review the draft and make any necessary adjustments. Once finalized, the will is signed and witnessed.

Schedule your initial consultation today by calling 214-432-6100.

How Can Montgomery Legal Help with Trusts in Crandall, Texas, 75114?

Montgomery Legal can assist with setting up various types of trusts to manage and protect your assets. We help with:

  • Revocable Trusts: Allows you to retain control over your assets during your lifetime.
  • Irrevocable Trusts: Provides significant tax benefits and asset protection.
  • Special Needs Trusts: Supports loved ones with special needs are provided for without affecting their eligibility for government benefits.

Contact us to learn more about how trusts can benefit your estate plan in Crandall, Texas, 75114.

What Should I Bring to My Initial Estate Planning Consultation in Crandall, Texas, 75114?

For your initial estate planning consultation in Crandall, Texas, 75114, please bring the following documents and information:

  • A list of your assets and liabilities.
  • Names and contact information for your beneficiaries.
  • Any existing wills, trusts, or other estate planning documents.
  • Information about any guardianships or powers of attorney you wish to establish.

This information will help us create a comprehensive estate plan tailored to your needs. Schedule your consultation today by calling 214-432-6100.

How can PLC assist me with estate planning?

PLC can help you make sure that your loved ones are taken care of after you're gone. We provide personalized estate planning, which includes wills, trusts, powers of attorney, and more.

Get started on securing your family's future by scheduling a consultation.

What makes PLC different from other law firms in Crandall, Texas, 75114?

PLC operates on strong Christian values and prioritizes the needs of our clients. We focus in federal tax law, business planning, and estate planning to protect you, your family, and your assets.

Experience our personalized and attentive service by scheduling a consultation.

Still Have questions or Concerns?

We're just a call away. Dial 214-432-6100 or use the contact button below for further queries.

Explore Our Estate Planning Insights In Crandall, Texas, 75114

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Get Wills, Trusts, & Estate Planning Services in Crandall, Texas, 75114 with Montgomery Legal

Looking for trusted Will Drafting, Trust Creation, and Estate Planning Services in Crandall, Texas, 75114? Contact Provident Legal Counsel today at 214-432-6100 and let our professional team complete your estate plan!

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