Firm Overview
Financial knowledge and sound legal advice synergize for effective estate planning
Sharpe & Associates brings together a sound knowledge of the law and a substantive understanding of financial strategies and instruments. We develop strategies and use financial instruments to help clients limit tax exposure, conserve assets, and fulfill charitable desires while establishing simple and multi-generational wills, trusts, charitable plans, gifting plans, and education plans.
Our attorneys enter into each client relationship by getting to know the client's needs and goals. We consult with our client's other advisors, including financial advisors, investment brokers, Certified Public Accountants (CPAs), and insurance agents. We model a number of approaches to determine the most appropriate plan. The result is a comprehensive, innovative financial plan that incorporates all of our client's estate planning and asset protection needs while limiting tax exposure.
Designing and implementing a plan to preserve, protect, and transfer assets is most effective when completed before a crisis occurs. Without warning, a crisis demands an immediate response to handle complex legal, tax, business, and health care decisions. Inadequate preparation for life transitions and any delayed response often lead to increased costs and loss of control over important personal and financial choices.
Our clients rely on us to help them make prudent decisions for meeting their legal, financial, and ethical obligations, and we take that responsibility seriously.
Wealth Preservation and Protection
Wealth preservation and protection require an appreciation of the current and future needs of our clients and of those who depend on them. Multi-generational planning requires cutting-edge legal and tax planning techniques and an appreciation of the human dynamics involved in intra-family disputes.
Probate, Estate and Trust Administration
Each executor, administrator, trustee, and other fiduciary is bound to promptly create a plan to meet respective legal, financial, and ethical responsibilities. Without a timely and effective plan, a fiduciary cannot properly discharge the duties of office, thereby risking personal liability for opportunities lost and expenses incurred. We are committed to ensuring that our clients have a complete understanding of their obligations and a clear plan for meeting those obligations before they accept fiduciary appointments.
Strict deadlines, limited marketability of assets, and volatile financial markets require beneficiaries to be proactive in protecting their interests. Beneficiaries who delay in asserting their rights could experience irreparable financial harm through missed opportunities, increased tax and other costs, and changing economic conditions. Because each trust and estate is unique, we work closely with our clients to evaluate relevant legal, financial, tax, and business issues and to understand their concerns, needs, and expectations.
A consultative, financially astute, and legally sound approach to estate planning and asset protection
Call Sharpe & Associates at 214-742-6065 (Dallas), 512-861-8202 (Austin) or contact us online. The Dallas office primarily service clients in Dallas, Tarrant, Collin, Denton, and surrounding counties. The Austin office primarily serves clients in Travis, Bexar, Williamson, and surrounding counties.
