Estate Planning & Wills
Addison, TX
Oath is a Dallas-based estate planning and investment law firm specializing in comprehensive wealth planning for high-net-worth individuals and families. Their experienced attorneys help clients create customized estate plans, trusts, and investment strategies to protect assets and minimize tax liability. They combine legal expertise with financial planning insights to ensure clients' long-term wealth is preserved and transferred according to their wishes.
Ideal for: High-net-worth individuals, business owners, families with significant assets, clients seeking comprehensive wealth preservation strategies
Service area: Dallas-Fort Worth metroplex, including Addison and surrounding areas
Integrated Legal & Financial Approach: Combines estate law expertise with investment planning knowledge to create comprehensive wealth strategies tailored to each client's unique situation.
High-Net-Worth Specialization: Focuses specifically on complex estates and sophisticated clients who require advanced tax planning and multi-generational wealth transfer strategies.
Personalized Planning Process: Develops customized solutions rather than one-size-fits-all approaches, ensuring plans address individual family dynamics, business interests, and financial goals.
Address: 15305 Dallas Pkwy 12th Floor, Addison, TX 75001
Phone: (469) 405-1988
Website: oath.law
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