Tax Season Wake-Up Call:
The Hidden Costs in Your Estate Plan
Event Schedule
12:00 – 12:30 PM
(6:00 – 6:30 PM): Presentation
12:30 – 12:45 PM
(6:30 – 6:45 PM): Open Question Forum
12:45 – 1:00 PM
(6:45 – 7:00 PM): Wrap Up
- Identify the hidden taxes and fees that can quietly reduce what your family inherits.
- Understand which assets create unexpected tax burdens — and how to avoid them.
- Learn how outdated wills, trusts, and beneficiary designations lead to costly mistakes.
- Discover how property ownership, retirement accounts, and investments impact taxes after death.
- See how probate, capital gains, and inheritance-related taxes can affect your loved ones.
- Find out simple steps to update your plan and minimize tax exposure.
- Walk away with a clear plan to protect your wealth and keep more of it in your family’s hands.
Meet Our Estate Planning Attorneys
Our unique background allows us to provide insightful guidance in matters of estate planning, trust & probate administration, and long-term care planning.
Pamela Hailey-Petty
One of the most important things to Pamela is family and she takes the time to help her clients protect what they have built over their lifetime.
Her goal is to ensure that she and her team are helping them achieve their estate planning goals.
Sharissa Baeza
Sharrissa was raised in Central Texas and earned her Law Degree from South Texas College of Law Houston.
She then gained experience in the Estate Planning and Probate Clinics, offering pro bono services to individuals and families within the community.
