THE LAW OFFICES OF KENNEDY & JACKSON THE LAW OFFICES OF KENNEDY & JACKSON
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713.783.7444
Contact the Law Office of Kennedy and Jackson today for your free consultation.

Asset Allocation

In investing, you don’t want to put all of your eggs in one basket — allocating assets to different types of investments spreads the risk. The same principle applies to asset allocation in estate planning and asset protection. You need to employ a variety of strategies to achieve your wealth-building and wealth succession goals while shielding wealth from creditors, lawsuits and taxation.

The Law Offices of Kennedy & Jackson provides sophisticated counsel to diversify your estate planning interests, maintaining access and control of some assets while placing others aside for future generations and charitable causes. Our board-certified lawyers advise professionals, business owners and other high net worth clients in Greater Houston and Harris County.

ESTATE PLANNING AND ASSET ALLOCATION LAW FIRM IN HOUSTON

We spend time with clients to understand their asset base, the threats and their estate planning horizon, so that we can develop near-term and long-range goals. We often work with clients’ financial planners, investment brokers or other advisors to find the right asset allocation vehicles to best protect and grow the portfolio.

Attorneys Thomas Kennedy and David Jackson are certified as estate planning specialists by the Texas Board of Legal Specialization. They can help you cover the bases through a mix of allocation strategies that might include:

We examine the big picture to strategize for your primary concerns. What portion of assets should you allocate to irrevocable transactions for succession and asset protection, while maintaining your lifestyle and the financial flexibility to invest in business opportunities or assist family members? What is the realistic projection of capital gains taxes, income taxes, estate taxes and wealth management fees, and how will asset allocation alter those liabilities?

COMPREHENSIVE ESTATE PLANNING SERVICES IN HOUSTON, TEXAS

Our law office is located in the Galleria area of Houston, with free on-site parking available next to our office building. We provide a complimentary — and confidential — initial consultation to all new potential clients. You will work directly with a partner of the firm, not an inexperienced associate or paralegal.

To schedule an appointment with one of our lawyers, call 713-783-7444 or send us an email.