Comprehensive
Estate Planning
Our estate planning attorneys design personalized strategies aligned with your unique goals and situation. Reach out today to speak with an estate planning professional!
What Is Estate Planning
Estate planning is the process of organizing your assets to ensure they’re managed and distributed according to your wishes in the event of your death or incapacity. Without a clear plan in place, your loved ones may face legal and financial complications.
Why An Estate Plan Matters
Ensure Your Assets Go to the Right People
A key part of estate planning is naming your beneficiaries—whether individuals, charities, or other entities—to inherit your assets. This allows you to control how your wealth is passed on. Without a valid estate plan, state laws will determine the distribution of your assets, which might not align with your intentions.
Protect Your Beneficiaries
A well-structured estate plan helps shield your beneficiaries' inheritance from potential risks like creditors, legal disputes, or divorce. This ensures your assets are preserved and used according to your intentions.
Avoid Probate
Probate is the court-supervised process of distributing a person’s assets after death, often involving delays, legal fees, and a lack of privacy. With proper estate planning, you can minimize or avoid probate altogether, making the transfer of assets faster, more cost-effective, and private.
Minimize Taxes
A solid estate plan can reduce the tax burden on your estate and beneficiaries. With the right strategies, you can transfer assets in a way that maximizes what your loved ones receive while minimizing taxes owed.
Protect Yourself in Case of Incapacity
A comprehensive estate plan outlines who will have the legal authority to make financial and medical decisions for you if you’re unable to do so. This helps avoid a “living probate”—costly and time-consuming court proceedings like guardianship or conservatorship during your lifetime.
Our Estate Planning Services
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Living Trusts and Wills
Maintain privacy, bypass probate, and ensure your spouse and children are protected
Estate Tax Planning
We help you preserve more of your legacy by reducing unnecessary taxes and maximizing what you pass on to loved ones.
Asset Protection Planning
Protect your wealth from potential future risks, including lawsuits and creditors, through strategic planning.
Partnering to Secure, Grow, and Safeguard Your Legacy
At Net Financial, we take a forward-thinking approach to financial and estate planning. We’re committed to delivering integrated solutions that help you protect your wealth and prepare your legacy—with the trusted support of both financial professionals and legal experts.
Dedicated
We’re with you every step of the way through every call, meeting, and review to ensure you feel fully confident in your plan.
Experienced
Our team brings decades of legal and financial expertise, with insights trusted by major media outlets across the country.
Insightful
We simplify the complexities of estate planning and tax strategy, giving you clear, practical guidance to protect your family’s future.
Get In Touch
Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.
Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.
Contact Information:
Digitas Global, LLC dba Net Financial
24285 Katy Freeway, Suite 300, Katy, Texas 77494
Email: [email protected]
Phone: (346) 258-6100