Protect Your Legacy
Estate planning is the cornerstone of preserving your wealth, ensuring your wishes are honored, and providing for your loved ones, all while minimizing taxes and legal complexities. At The Wilson Firm, PLLC, in The Woodlands, TX, we specialize in crafting personalized estate plans that address your unique needs, from simple wills to advanced tax strategies. Whether you're planning for your family’s future or navigating probate, our boutique tax law practice, renowned for IRS audits, disputes, litigation, and tax resolution, also ensures your legacy is secure and tax-efficient. Explore our services below to learn how we can help you achieve peace of mind.
Our Estate Planning Services
Probate & Wills
We prepare wills to outline your asset distribution wishes and probate wills to ensure their execution, with strategies to streamline the process.
Probate Intestate
We guide you through the court process for distributing estates without a will, governed by Texas intestacy laws, and avoiding pitfalls.
Wills, Revocable Living Trusts, Powers of Attorney
We prepare these foundational tools to manage assets, avoid probate for certain clients, and plan for incapacity.
Estate Planning & Advanced Estate Planning
We prepare basic and advanced strategies, including trusts and partnerships, to minimize taxes and protect wealth.
Estate Tax Forecasting & Planning
We project estate tax liabilities and use tools like gifting and trusts to reduce tax burdens.
Gift Tax Planning
We use strategies to transfer wealth tax-free using the 2025 $19,000 annual exclusion and lifetime exemptions by using outright gifts, gifts to trusts, and charitable planning.
