Wealth doesn’t build itself, and neither does a plan to preserve it. Whether you’ve accumulated substantial assets through business success, inheritance, or careful investment, protecting that wealth and ensuring it transfers according to your vision requires more than good intentions—it requires a thoughtful, comprehensive strategy tailored to your family’s unique situation.
Wealth planning encompasses far more than just estate documents. It’s about strategic decision-making around asset protection, tax efficiency, business succession, charitable giving, and family legacy. With the right guidance, your wealth becomes a tool for fulfilling your family’s future—not a source of confusion, conflict, or unnecessary burden.
Wealth planning is the process of organizing and structuring your assets to achieve your financial and family goals while minimizing estate taxes and protecting what you’ve built. It brings together estate planning, business law, tax strategy, and asset protection into one cohesive plan that evolves with your life.
This isn’t one-size-fits-all work. A successful Texas entrepreneur has different needs than a family managing inherited property. Someone with substantial real estate holdings faces different challenges than a business owner with multiple entities. That’s why our wealth planning approach begins with listening—really understanding your situation, your concerns, and your objectives—before recommending any strategy.
The right wealth plan can:
Without a coordinated plan, families often face fragmented advice, missed opportunities for tax savings, and uncertainty about whether their assets will transfer as intended.
Wealth planning solutions tailored to your life, family, and goals.
Structure your holdings—whether real estate, business interests, investments, or personal property—to shield them from unnecessary risk while maintaining control and access.
Move beyond simple wills. Revocable living trusts, irrevocable trusts, and specialized trusts (for minor children, beneficiaries with special needs, or charitable purposes) provide privacy, control, and tax advantages.
If you own a business, your wealth plan should establish how management and ownership will transfer if you retire, become incapacitated, or pass away. Whether the company will pass to family, be sold to a third party, or transition to key employees, The Goodson Firm P.C. helps coordinate the business succession strategy with your estate plan.
Work with your accountant and financial advisor to leverage annual gift exclusions, spousal lifetime access trusts, grantor retained annuity trusts, and other strategies that reduce the tax burden on your heirs.
Direct your generosity strategically through donor-advised funds, charitable remainder trusts, and charitable lead trusts that provide both personal tax benefits and philanthropic impact.
Your wealth plan should work seamlessly with your CPA, financial advisor, and insurance professional. We facilitate that coordination, ensuring nothing falls through the cracks.
Wealth planning is one of the most meaningful investments you can make in your family’s future. At The Goodson Firm P.C., Leigh Hunt Goodson brings the depth of focus and personal attention that complex planning demands—without the overhead of a large firm. Whether you’re building a plan from scratch or revisiting one that no longer reflects your life, we’re ready to help. Schedule a confidential consultation today.
Ms. Leigh Goodson was fabulous in giving me advice for my father's situation. She was a wealth of knowledge and recommendations. We will be using her for further estate planning.
Leigh prepared estate documents for myself and my husband, and she did a fantastic job. Everyone at her office was friendly and easy to work with. The process was quick and easy, and we feel so much better knowing our affairs are in order. If anyone needs any estate planning help, I would 100% recommend Leigh and her office!
I knew from my experience working with attorneys for over 30 years that with a blended family my husband and I needed professional estate planning. Ms. Goodson provided us with excellent options and did a very thorough explanation of the pros and cons of each of them. She offered non-judgmental opinions and legal information about the equitable division of our blended families small estate. We chose to go with the more expensive trust option because it would be a simpler and less expensive probate for our children who almost all live out of state. She and her assistant made extra efforts to accommodate our schedule and the entire process was quickly completed. We highly recommend The Goodson Firm. P.C. for your estate planning and probate legal services.
Leigh Goodson is a professional attorney. She is available to clients and is responsive in urgent and standard matters. Her expertise has been very helpful. Highly recommend, The Goodson Firm.
Leigh Goodson is the attorney I trust to take care of my clients, friends, and family. She knows the law and works with her clients to make sure their priorities are addressed appropriately.
The right time to protect your legacy is before you need to. Schedule a confidential consultation and take the first step toward protecting everything you have built and the people who matter most.
Locations in Tyler, Dallas, Plano, The Woodlands, & Bee Cave, Texas
