Why Estate Planning Requires More Than One Perspective
Estate planning isn’t just about documents it’s about understanding how legal decisions intersect with taxes, business ownership, and long-term financial goals. When these areas aren’t coordinated, families often face unnecessary revisions, tax exposure, or administrative issues later.
Coordinated tax and legal communication
Clear separation of professional engagements
Reduced confusion and rework
Planning built with future tax implications in mind
A Collaborative Services Team With Clear Roles
Our estate planning approach is built around collaboration, not bundled services. Clients engage separately with Cooper CPA Group and Ball PLLC, while benefiting from coordinated communication between professionals.
HOW WE FIT IN:
Cooper CPA Group
Tax Planning & Strategy
Estate and trust tax considerations
Business ownership and succession insights
Ongoing tax compliance support
Ball PLLC
Esate planning document preparation
Wills, trusts, and related legal instruments
Trust administration guidance
Legal execution and signing
A Conversation on Estate Planning & Tax Strategy
Hear directly from our services team as they discuss how coordinated estate planning works, what clients can expect, and why clarity throughout the process matters.
Your Estate Planning Journey — Step by Step
A clear, guided process that walks you through each stage of estate planning, with defined handoffs and coordinated communication across your services team.
Meet Your Estate Planning Experts
GARY COOPER, Owner of Cooper CPA Group
Estate Planning Tax Expert
Founder & Managing Partner, Cooper CPA Group
More than 40 years of public accounting experience
Focuses on tax planning and compliance for individuals, business owners, and closely held companies
Advises on asset structuring, ownership arrangements, and long-term tax implications
Extensive experience supporting business succession and wealth transfer planning
Former professional experience with KPMG and in executive roles at publicly traded companies
AARON BALL, Owner of Ball PLLC
Estate Planning Attorney
Founder, BALL PLLC
Corporate and transactional attorney focused on estate planning–related legal matters
Advises business owners, entrepreneurs, and private companies
Experience in business succession planning, ownership transfers, and asset structuring
Licensed to practice law in Texas and the United Kingdom
Connect with us
We genuinely value our clients and look forward to partnering with you on all your estate planning needs. Connect with us to discover how our team of advisors can support your next strategic move.