WEALTH PROTECTION AT
DAVIDSON LAW GROUP

In everything we do at the Davidson Law Group, Wealth Protection is a major consideration. Whether it be in Estate Planning, Elder Law, Business Planning, Veteran Benefits Law, Probate and Trust Administration, 1031 Exchange Law, or Gun Trust Law, our Attorneys will work to make sure that you and your family stay in control of your assets and that your Estate then passes to the beneficiaries of your choice, preserving your Texas legacy.

WEALTH PROTECTION AT
DAVIDSON LAW GROUP

In everything we do at the Davidson Law Group, Wealth Protection is a major consideration. Whether it be in Estate Planning, Elder Law, Business Planning, Veteran Benefits Law, Probate and Trust Administration, 1031 Exchange Law, or Gun Trust Law, our Attorneys will work to make sure that you and your family stay in control of your assets and that your Estate then passes to the beneficiaries of your choice, preserving your Texas legacy.

Wealth Protection and Estate Planning |

At the Davidson Law Group, we assist a large variety of clients with different sizes of Estates and different unique situations to empower them to preserve the assets that they have spent their whole life building. When handling Wealth Protection and Estate Planning, we focus our efforts on the concerns of both you and your beneficiaries. We look at ways to protect your Estate for your spouse and family should your spouse get remarried, and we can incorporate contingencies for things like the possibility of a beneficiary’s divorce, inability to handle money responsibly, or if a beneficiary is a special needs individual.

| Wealth Protection and Elder Law

With the Elder Law services we provide at Davidson Law Group, we work to preserve wealth when you are facing long-term health. We will look at your income sources and determine if you are at risk of losing assets due to nursing home costs or other long-term care expenses. Your Elder Law attorney will work with you to create a plan now and ensure that you and your assets are protected in the long run.

Wealth Protection and Business Law |

As part of the Business Law Planning services offered at the Davidson Law Group, your attorney will help you determine how to protect all of your business-related property and assets. This includes helping you with entity formation and choosing the right location for your LLC (Limited Liability Company), drafting and examining contracts, Buy-Sell Agreements and other planning for your retirement or unexpected passing, and corporate formalities such as Operating Agreements.

| Wealth Protection and Probate, Estate Administration, & Trust Administration

On the front end we try to help protect your wealth by creating and enforcing a plan that avoids Probate, reduces legal fees and other final expenses, and avoids certain taxes. If a client comes to us after a loved one has passed, we still have strategies to help clients navigate the Probate and Estate Administration process, and we also have tools to help protect our clients’ wealth and preserve their Texas Legacies by finding Alternatives to Probate in some circumstances.

Wealth Protection and 1031 Exchanges |

The sole purpose of a 1031 Exchange is to protect wealth by helping our clients defer Capital Gains Tax by following a certain legal procedure. Through a proper plan, an attorney at the Davidson Law Group can also help clients avoid Capital Gains Tax for them and their beneficiaries through a combination of the step-up in basis rule and 1031 Exchanges.

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| Wealth Protection and Gun Trusts

The main purpose of a Gun Trust is to pass down your gun collection to the next generation without the hassle and expense of Probate. Some individuals have actually invested a lot of wealth into an expansive gun collection, and Gun Trusts can protect clients in that they avoid Probate and facilitate the Legacy of your gun collection being passed to your beneficiaries in the simplest way possible.