Wealth transfer designed for your legacy, not the tax code.
The Legacy Planning Cadence (4 Phases)
Legacy Discovery
We map your assets, family dynamics, and long-term vision — then identify the gaps between today's structure and tomorrow's goals.
Trust & Entity Design
Revocable, irrevocable, dynasty, GRATs, FLPs — we architect the right vehicles and coordinate with your estate attorney for seamless execution.
Succession & Exit Integration
CEPA-certified exit planning ensures your business transition aligns with personal estate goals — tax-efficient, conflict-free, timed to your readiness.
Ongoing Administration
Annual trust reviews, gifting strategy updates, multi-generational coordination. Your plan stays current as laws and lives change.
What You Actually Get
Revocable & Irrevocable Trusts
Living trusts, ILITs, CRTs, SLATs — drafted in coordination with your attorney, funded and maintained by us.
Business Succession Planning
Buy-sell agreements, key-person insurance, family vs. key-employee transitions. Your business survives you.
Gifting & Generation-Skipping
Annual exclusion, lifetime exemption, GST planning — maximize what passes, minimize what the IRS takes.
Coordination with Legal & Wealth Advisors
We don't draft documents — we architect the strategy your attorney executes and your wealth advisor funds.
Probate Avoidance & Privacy
Trust-based plans keep your affairs private and your heirs out of court. Public records stay empty.
CEPA Exit Planning Integration
Certified Exit Planning Advisor credential — your business exit and personal estate plan speak the same language.
Estate Planning Questions?
Do you only work with businesses in Dallas? ▼
We serve clients in-person across Dallas-Fort Worth and remotely throughout Texas and the United States. Cloud accounting makes distance a non-issue — we have clients in Austin, Houston, and several other states.
What's the difference between a CPA and a bookkeeper? ▼
A bookkeeper records transactions accurately. A CPA interprets those records for tax strategy, compliance, and financial decision-making. We provide both — Penny handles daily books; Alison provides CPA-level advisory. You get the full stack without coordinating two firms.
What does a Virtual CFO actually do? ▼
Think of it as part-time financial leadership. We build forecasts, monitor KPIs, prepare board packages, manage banking relationships, and advise on hiring, pricing, and capital decisions — without the six-figure salary. You get a dedicated CFO who knows your business, not a call center.
How does the free consultation work? ▼
A 30-minute conversation (phone or video) where we learn about your business, review your current financial picture, and outline exactly how we'd help. No obligation, no pressure. You leave with a written Financial Health Snapshot and clear next steps.
Can you work with my existing attorney or investment advisor? ▼
Absolutely. We regularly collaborate with estate attorneys, wealth advisors, and bankers. Coordinated advice produces better outcomes — your tax strategy should talk to your estate plan, and your cash-flow plan should talk to your investment policy.
What accounting software do you use? ▼
We're QuickBooks Online ProAdvisors and also work with Xero, NetSuite, and other cloud platforms. We'll recommend what fits your complexity and migrate you smoothly. You own your file — we just steward it.
Are you a fiduciary? ▼
Yes. As a CPA and CEPA, Alison is bound by the AICPA Code of Professional Conduct and the Exit Planning Institute's fiduciary standard. We don't sell products. We don't take commissions. Our only compensation is the fee you pay us.
Protect what you've built.
A free consultation shows how we'd coordinate your team and structure your legacy. No pressure. Just a clear picture of what's possible.
Schedule a free consultationOr call us directly
We answer during business hours. If we miss you, we'll call back same day.
(214) 707-1776- Free 30-minute legacy review
- No pressure, no jargon
- Clear next steps