The process begins with an informative discussion with our dedicated consultants about preserving your wealth and future wishes. This includes addressing sensitive topics such as mortality and disability, family relationships, wealth preservation, crafting your legacy and tax related issues.
Weinstein Spira has an understandable and effective approach to Estate Tax Planning. Some of the services that we offer include:
- Integrated business and estate planning, including structuring family limited partnerships, limited liability companies or S Corps
- Trust selection and implementation
- Consultation on wills, power of attorney and executor and trustee appointments
- Estate tax and gift tax planning
- Tax return preparation and income tax planning
Services We Offer
We’re working on consolidating to just two limited partnerships now, so they’ve been a great help with all of that.
Ownership at the Workplace: Empowering Employees to Drive Success
In today's fast-paced business world, companies are always looking for ways to improve their productivity and bottom line. One effective approach is cultivating a culture of ownership at the workplace. When employees feel that they have a stake in the success of their...
The Importance of Mental Health On and Off the Clock
It is no secret that mental health is essential to our overall well-being. Taking care of ourselves both physically and mentally is vital, especially in the workplace where mental health can easily take a back seat to work demands. However, taking the time to care for...
Michael Avant Joins Weinstein Spira as an Experienced Advisory Consultant
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to welcome Michael Avant as an Experienced Advisory Consultant. Avant brings extensive experience and...