Texas Estate Planning Law Firm
At the Law Offices of Allen ◊ Lottmann, P.C. we provide a five step approach to estate planning. First, we take time to thoroughly understand the person's financial affairs, family values and planning objectives. Second, we encourage an advisory team approach which includes accountants and investment advisors. Third, we provide an overview of appropriate estate planning strategies to minimize estate taxation. Fourth, we utilize time-honored estate planning tools to enhance creditor protection and maximize control over family assets. Fifth, we carefully coordinate assets such as life insurance and retirement benefits with the overall estate plan.
At the Law Offices of Allen ◊ Lottmann, P.C. we take the time to learn about each client. We provide a flexible approach to estate planning that allows for changes over time. Our goal is to provide cost-efficient legal services which help our clients protect their families, efficiently transfer property to its intended party, and preserve wealth through minimization of unnecessary taxes. To learn more about our services, call our office in Tyler, Texas at (903) 534-0006.
Experienced and Trusted Service
Attorney Mike Allen has been helping people with estate planning needs since 1976. Mr. Allen is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. His contributions to our firm in the area of estate planning has helped the Law Offices of Allen ◊ Lottmann, PC receive the highest peer review rating (AV) under Martindale Hubbell's Peer Review Rating TM system*.
Attorney Rich Lottmann has 27 years legal experience and has offered a broad range of legal business services to businesses throughout Texas for more than two decades. He is a Summa Cum Laude graduate of Texas A & M University.
The many estate planning services we provide include:
- Wills
- Revocable / living trusts
- Exemption and marital trusts
- Advance healthcare directives/healthcare powers of attorney
- Durable powers of attorney
- HIPAA forms
- Irrevocable trusts
- Review of out of state wills
- Non-profit / charitable entity formation
Contact an Estate Planning Lawyer at the Law Offices of Allen ◊ Lottmann, P.C.
To schedule an appointment at our office in Tyler, Texas, call (903) 534-0006. For more information about our estate planning services, contact a lawyer online.
Law Offices of Allen ◊ Lottmann, P.C.
3805 Old Bullard Road
Tyler, TX 75701
