Estate & Tax Law · Plano, Texas
Estate & Tax Counsel for Individuals and Families
Helping individuals and families across North Texas create wills, trusts, and tax-efficient estate plans — with the clarity and care your legacy deserves. Begin with a complimentary 30-minute consultation, by phone, video, or in person.
Mon–Thurs 9am–5pm CT, Fri 9am–3pm CT
Serving Plano, Frisco, Dallas, McKinney, Allen, and throughout North Texas.
Why Choose Us
Why Families Across North Texas Choose Us
01
Two decades of focused estate and tax planning experience
02
Trust-based plans designed to minimize probate and protect your family
03
Work directly with your attorney throughout the entire planning process
04
Transparent pricing — you’ll know the full cost before any work begins
Practice Areas
How We Can Help You
Estate and tax planning are at the core of our practice, along with guidance in philanthropic planning and family office matters for more complex situations.
Estate Planning
From straightforward wills to complex estates with advanced tax considerations, we help clients design durable estate plans tailored to their goals.
Wills · Trusts · Gift Planning · Health Care Powers of Attorney · Financial Powers of Attorney
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Tax Planning
Proactive planning and informed guidance to manage risk and align tax decisions with long-term personal and business objectives.
Individual & Business Tax · Estate & Gift Tax · Wealth Transfer · IRS Advisory · Entity Structuring · CPA Coordination
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Philanthropic Planning
We help clients design charitable giving strategies that balance personal values, family goals, and tax efficiency — with a focus on lasting impact.
Charitable Gifting · Private Foundations · Donor-Advised Funds · Charitable Trusts · Estate Integration · Compliance Guidance
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Family Office Advisory
Drawing on experience advising complex families and family office environments, we advise on legal and tax frameworks supporting multi-generational wealth and governance.
Family Office Structuring · Succession Planning · Entity Formation · Multi-generational Wealth · Family Councils · Advisor Coordination
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Our Team
Meet the Team
The Olive Branch Counsel team is committed to providing clear, attentive legal guidance to every client we serve. Our approach is thoughtful, detail-oriented, and grounded in trust.
Client Reviews
In Their Own Words
Excellent! We wanted to make a trust and didn’t have any idea about it. We went to Olive Branch Counsel,PLLC and it was the best choice we made. Ral explained everything to us and answered all our questions, he was very patient with us and very…
Mariana B.
2 months ago
I recently completed my estate planning with Olive Branch Counsel and had a great experience working with Ral, Jason, and Nikki. Estate planning can feel overwhelming, but their team made the entire process clear, organized, and easy to understand. They…
Miles L.
2 months ago
I had an excellent experience working with this law firm, Jason and Ral, on my will, estate planning, and medical directives. They were professional, thorough, and took the time to clearly explain everything, making what could have been a complex process…
Cole H.
3 months ago
We hired Ral to update our wills, power-of-attorney, trust, and estate documents, which we had created several years ago when we lived in another state. We could not be happier with the work Ral did for us! He was knowledgeable of the subtle differences…
Jeff P.
4 months ago
Common Questions
Frequently Asked Questions
Do I need a trust, or is a will enough in Texas?+
It depends on what you own and your goals. For families with real estate, business interests, or a larger estate, a revocable living trust is often the stronger foundation — properly funded, it can allow most assets to pass outside of probate, keeps your affairs private, and simplifies things for your loved ones. For simpler estates, a well-drafted will-based plan can work just as well. We'll help you decide at your complimentary consultation.
What is the difference between a will and a trust?+
A will directs how your assets are distributed after death, but it must pass through probate. A revocable living trust holds assets during your lifetime and can transfer them to your beneficiaries outside of the probate process, offering more privacy and simpler administration. Many comprehensive estate plans use both together.
Does Texas have an estate tax?+
Texas does not have a state estate tax. Estates above the federal exemption may still owe federal estate tax, but proactive planning — using trusts, gifting strategies, and other tools — can help reduce or defer that exposure.
How often should I update my estate plan?+
We recommend reviewing your plan every three to five years, or sooner after a major life event — marriage, divorce, the birth of a child, a significant change in assets, or the loss of a named beneficiary. Changes in tax law can also be a good reason to revisit your documents.
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We Are Ready to Help You.
We advise individuals, families, and business owners across Plano, Frisco, Dallas, McKinney, and throughout North Texas on estate, tax, and philanthropic planning matters.