Wealth Management & Estate Planning

Welcome to Webb Strahan’s Wealth Management and Estate Planning Practice Area, located in the thriving city of Houston, Texas. Our boutique law firm is dedicated to providing personalized and comprehensive legal services to individuals, families, and businesses seeking to build, protect, and transition their wealth. With a focus on strategic wealth management and meticulous estate planning, we guide our clients through the complexities of financial and legacy considerations.

Practice Area: Wealth Management and Estate Planning

Overview: At Webb Strahan, we understand that wealth management and estate planning are pivotal aspects of securing your financial future and preserving your legacy. Our Wealth Management and Estate Planning practice is designed to offer tailored solutions that align with your unique goals, whether you are accumulating wealth, planning for retirement, or contemplating the distribution of assets to future generations.

Key Services:

• Estate Planning:
• Drafting wills and trusts
• Developing comprehensive estate plans
• Facilitating wealth transfer strategies, especially for business and property owners

• Probate and Estate Administration:
• Guiding clients through the probate process
• Administering estates efficiently and accurately
• Resolving probate disputes and challenges

• Asset Protection:
• Structuring legal entities for asset protection
• Advising on wealth preservation strategies
• Mitigating risks associated with potential liabilities

• Tax Planning:
• Implementing tax-efficient wealth transfer strategies
• Advising on gift and estate tax implications
• Maximizing opportunities for tax savings and deferral

• Business Succession Planning:
• Developing plans for the orderly transition of family businesses and real estate
• Structuring buy-sell agreements
• Addressing continuity challenges in closely held businesses

• Charitable Planning:
• Facilitating philanthropic initiatives through charitable trusts and foundations
• Advising on tax-efficient charitable giving
• Aligning charitable goals with overall estate planning objectives

• Investment and Financial Planning:
• Collaborating with financial advisors to develop investment strategies
• Assessing risk tolerance and financial goals
• Integrating legal and financial planning for optimal wealth management

• Family Legacy Planning:
• Facilitating conversations on family values and legacy goals
• Designing strategies to pass on values along with assets
• Building multi-generational wealth management plans

Why Choose Webb Strahan, PLLC?

• Personalized Guidance: Our team is committed to providing personalized guidance, taking the time to understand your unique financial situation, goals, and concerns to craft customized wealth management and estate plans.
• Holistic Approach: Webb Strahan takes a holistic approach, considering both legal and financial aspects to create comprehensive plans that address your immediate needs and provide a roadmap for long-term financial success, working with wealth managers to implement long-term strategies.
• Commitment to Excellence: Webb Strahan is committed to excellence in every aspect of wealth management and estate planning. Our experienced attorneys bring a wealth of knowledge to provide comprehensive and sophisticated legal solutions for your financial well-being.

For meticulous wealth management and estate planning services tailored to your individual or business needs, trust Webb Strahan as your dedicated legal partner in Houston, Texas.