Estate Planning
Estate Tax Planning
At Weinstein Spira, we are experienced tax professionals who strive to make the complexities of estate tax and gift tax easy to understand so that our clients feel confident in making informed decisions.
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 practical 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.
Latest Insights
What’s Inside The One Big Beautiful Bill
Meeting the planned July 4th deadline, the One Big Beautiful Bill Act of 2025 (OBBB) has been officially signed into law. The bill extends and expands the individual income tax provisions of the Tax Cuts and Jobs Act (TCJA), continues select business tax measures and...
Weinstein Spira Promotes Whitney, Gisela and Carey
Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Whitney Smith promoted to Senior Audit...
New Changes to CPA Certification for Texas
With the AICPA forecasting that most Certified Public Accountants (CPAs) will retire within the next 15 years, there is a growing demand for recent graduates to pass the CPA exam and meet the licensing requirements. The State of Texas has already taken measures to...
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