COMPLETE YOUR ESTATE PLAN AND NEVER LEAVE YOUR HOUSE.
Your Family is Everything - Plan Your Estate Right the First Time!
There is no better time to start planning your estate—and no better partner to do it with than Hallman & Associates. At Hallman & Associates, we bring over two decades of estate and tax planning knowledge to help you create a custom plan that ensures your family, legacy, and assets are all protected.
With offices in Norman, Oklahoma, and Dallas, Texas, our team is well-equipped to serve your needs—no matter your net worth. Because we are a small, family-first company, we get what it means to keep it personal.
WE MAKE ESTATE PLANNING EASIER.
Estate planning involves important decisions, and you deserve to make them with confidence. That is why we are committed to thoroughly educating you every step of the way. Our associates take the time to explain your options and what they mean for your future. We explain who, what, how, and when, so that you can effectively control your property, provide for yourself and others, and distribute your assets the way you want.
We help to take the worry away.
We offer comprehensive estate, business, and tax planning services, such as: revocable trusts, irrevocable trusts, business entity formation, last will and testaments, general powers of attorney, medical powers of attorney, advance directives, and other important legal documents, related to estates of various sizes and complexities.
You have worked hard to get where you are today. Make sure your legacy and hard-earned assets are protected. Because estates valued over a certain amount are subject to tax liability, we will work with you to create a strategic estate plan to reduce those taxes. Your legacy is our focus, and we will strive to ensure that it includes the maximum amount of your hard-earned assets. We utilize many different tax strategies, including a Deferred Sales Trust. Deferred Sales Trust (DST) - An
Structure your estate in a way that protects your legacy—and minimizes taxes, professional fees, and court costs paid during life and at death. Our firm provides a full range of estate planning and probate services. We also assist with all aspects of estate and trust administration. You can rest easy knowing that your plan is not only in great hands, it is custom designed just for you and your
Your legacy requires a top-notch team. We partner closely with other professional advisors, including certified financial planners, investment advisors, financial consultants, insurance professionals, certified public accountants, and tax advisors,to design the most comprehensive and effective estate and tax plan for you. We take a team approach, and we are all on your
Which business entity is right for you? We will work with you to design an asset protection and succession plan for your business. We can help minimize taxes, simplify ownership transfer, and safeguard business continuity beyond the founding generation. We advise business owners about formation options and succession planning, so that your business can continue to thrive. We can help you cover all your bases—now, tomorrow, and for generations to
Two years ago I lost my mother to cancer. Being an only child and the beneficiary of her estate with added oil leases, my husband and I decided we needed to seek out an attorney to update our trust. We had updated my Mother’s trust many times and found the experience to be extremely frustrating, so we wanted to seek out a firm that would listen to our needs and help us find peace of mind. The firm of Hallman and Associates made this process so easy and simple. They listened to all our needs, help us understand changes that needed to be made to our healthcare advanced directives and gave us the most comprehensive trust we have ever processed. With two sons and grandchildren and wanting to leave a contingency legacy to cancer, Dawn Hallman and her associates brought together our thoughts and wishes with such care and concern. We are so thankful we found this firm.
Hallman & Associates has assisted in our estate planning for the past ten years. They have a personal touch that makes you feel as if you are their only client. We are very confident that all of our estate planning is in very capable hands. All of our family and many of our friends use Hallman and Associates for their expertise and knowledge of the ever-changing tax laws.
I have had the pleasure of working with Ms. Hallman on numerous occasions over our years of practice. I know her very well, both personally and professionally. She has always been the one I trusted with my own estate planning. I have recommended her to family members, including a trust for a child with special needs. Ms. Hallman is honest, knowledgeable, and well liked among her peers. I recommend Ms. Hallman without reservation.
You need an estate plan and we are ready to help. We look forward to helping you save time, money, and peace of mind. Contact us today with questions or to schedule your free consultation. We also offer virtual appointments. You can plan from the comfort of your own home.
2230 McKown Drive
Norman, Oklahoma 73072
100 Crescent Court,
Dallas, Texas 75201
© 2023 Copyright. Hallman & Associates, P.C.
Website by: Altastreet.com