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.
Or Call (945) 758-9908
Mon–Thurs 9am–5pm CT, Fri 9am–3pm CT · Serving Plano, Frisco, Dallas, McKinney, Allen, and throughout North Texas.
Our Philosophy
Olive Branch Counsel is built on the belief that thoughtful planning is an act of care. We bring clarity, precision, and continuity to every estate, tax, and philanthropic decision our clients make.
Why Families Across North Texas Choose Us
- Two decades of focused estate and tax planning experience
- You work directly with your attorney from first call to final signing
- Trust-based plans designed to minimize probate and protect your family
- 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
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
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
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
Our Approach
Listen. Plan. Counsel.
Listen.
We begin by understanding your family, your assets, and what you want your legacy to mean.
Plan.
We design structures with technical precision and explain every option in plain language.
Counsel.
We provide counsel that supports your goals today and adapts as your circumstances change.
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.
Ral Mazza
Partner
Ral Mazza brings more than two decades of estate and tax planning experience to every client engagement. Before founding Olive Branch Counsel, PLLC, he served as a Vice President in the Private Family Office at Goldman Sachs, advising individuals and families on sophisticated wealth transfer and trust strategies. A long-time Plano resident, Ral has been a licensed attorney since 2007 and holds an LL.M. in Taxation from New York University. He was admitted to the Texas Bar in 2025 and works with families at every stage of life and planning.
Education
LL.M., Taxation – New York University
J.D. – University of Tulsa
B.S., Accounting – Oklahoma State University
Bar Admissions
Texas, 2025
New York, 2007
Grant Aguirre
Partner
Grant Aguirre has more than twenty years of experience serving as general counsel in both the private and public sectors. Over the course of his career, he has advised organizations on complex legal and strategic matters, helping leadership teams navigate litigation, regulatory issues, and operational risk. His experience includes complex litigation, employment law, and intellectual property, where he has worked closely with businesses to manage disputes, address workplace matters, and protect valuable intellectual assets.
Education
Ph.D., Marketing – New Mexico State University
J.D. – Oklahoma City University School of Law
Bar Admissions
Oklahoma, 2005
Jason Gurvitz
Chief Operating Officer
Jason Gurvitz, CFP®, serves as Chief Operating Officer of Olive Branch Counsel, PLLC, overseeing firm operations and ensuring every client engagement runs smoothly from first conversation through final document delivery. He brings a financial planning perspective that complements the firm’s legal counsel and draws on his experience working alongside Ral at Goldman Sachs’ Private Family Office.
Education
M.S. in Personal Financial Planning – Texas Tech
B.S., Computer Science – Western Illinois University
Credentials
CERTIFIED FINANCIAL PLANNER®
Client Reviews
In Their Own Words
Perspectives
From Our Practice
- Estate Planning for New Parents in Texas: A Guide to Guardianship, Trusts, and Protecting Your FamilyBecoming a parent changes everything, including the urgency of having an estate plan. Before children, an estate plan was about… Read more: Estate Planning for New Parents in Texas: A Guide to Guardianship, Trusts, and Protecting Your Family
- The 5 Essential Estate Planning Documents Every Texan Should HaveMany people assume estate planning is only necessary for the ultra-wealthy or elderly. In reality, nearly every adult in Texas… Read more: The 5 Essential Estate Planning Documents Every Texan Should Have
- What Happens If You Die Without a Will in Texas? (intestate succession rules)If you pass away without a valid will in Texas, you are said to have died “intestate.” In that case,… Read more: What Happens If You Die Without a Will in Texas? (intestate succession rules)
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 generally avoids 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 transfers them to your beneficiaries without probate, 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.
Get Started
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.