At Thieman Investments, we believe estate planning is about more than assets — it’s about protecting the people and causes that matter most. Our advisors in San Angelo help clients organize, plan, and transfer wealth with clarity and intention. Whether you want to provide for family, manage taxes, or leave a charitable legacy, we guide you through every step. Working alongside your attorney and tax professionals, we create a coordinated plan that reflects your wishes and secures your legacy for generations to come.
Helping West Texas Families Plan Their Legacies
What We Cover in Estate Planning
Trust & Will Coordination
We collaborate with estate attorneys to align your trusts, wills, and beneficiary designations so your intentions are carried out seamlessly.
Wealth Transfer & Gifting Strategies
We help families reduce tax impact and support future generations through structured giving and wealth transfer plans.
Charitable Giving
For clients who want their wealth to make a difference, we design charitable giving strategies, including donor-advised funds and charitable trusts.
Estate Tax Awareness & Liquidity Planning
We work to minimize estate taxes and ensure liquidity for expenses, helping preserve the value of your estate.
Beneficiary Reviews
We review account and policy beneficiaries regularly to keep your designations up to date as life changes.
Why Work With Us
Planning for Your Livelihood & Legacy
Our team has spent more than 30 years helping West Texas families navigate the complexities of estate and legacy planning. As an independent financial advisory firm, we focus on clarity, coordination, and lasting relationships. We understand that estate planning can be personal and emotional — that’s why we take time to listen, explain, and create plans that honor your intentions. Our advisors combine experience with a local touch, helping clients throughout San Angelo, Midland, Abilene, and beyond protect what they’ve built.
Do I need an estate plan if I already have a will?
A will is an important start, but a full estate plan goes further — coordinating trusts, tax strategy, and beneficiary designations to protect your estate and reduce complications for loved ones.
Can Thieman Investments draft my estate documents?
We do not draft legal documents, but we work closely with your attorney and tax professionals to ensure all parts of your financial plan and estate documents align.
How can I reduce taxes when passing wealth to family?
Through structured gifting, trusts, and tax-efficient planning, we help you pass more of your wealth directly to your beneficiaries.
What if my family situation changes?
Your estate plan should evolve with your life. We review your plan regularly and help update it when circumstances shift, such as marriage, new children, or major financial changes.
