Wolfish & Newman PC

Wolfish & Newman PC, established in 1996, is a law firm dedicated to providing comprehensive estate planning and probate legal services. The firm assists individuals and families in the North Texas area with developing and implementing personalized estate plans.

Firm Overview

Wolfish & Newman PC was founded with a primary focus on estate planning. The firm's mission involves guiding clients through the process of creating and executing a complete estate plan. They collaborate closely with families and their financial advisors to ensure that each plan is specifically designed to meet the client's unique circumstances and needs.

Client-Centered Estate Planning Process

The firm employs a methodical approach to estate planning, beginning with a thorough understanding of each client's situation. This process typically involves:

1. Understanding Client Goals: Listening to the client's objectives for their family and legacy.
2. Asset Review: Examining existing assets and financial holdings.
3. Document Analysis: Reviewing any current legal documents in place.
4. Strategic Counseling: Advising on various strategies tailored to the client's family, business, and personal circumstances.
5. Collaborative Plan Development: Working in conjunction with clients and their advisors to construct a comprehensive estate plan.

Core Estate Planning Objectives

Wolfish & Newman PC aims to achieve several key objectives through its estate planning services:

• Facilitating the transfer of family values.
• Minimizing applicable federal taxes, including income, gift, estate, and generation-skipping transfer taxes.
• Providing for the care and support of designated family members, friends, or charitable organizations.