When it comes to estate planning, some Texans believe that estate planning is only for the wealthy or that it is unnecessary because they are not married or do not have children. This is not the case. Most Texans, and their loved ones, would benefit by having an Estate Plan in place.
Estate planning isn’t about how much money you have but rather about the people you love and making sure that it is easier for them when you are no longer with them. It’s about protecting what you have for you during your life. It ensures that your assets are distributed in the way you want and when you want your loved one to receive them. Our firm keeps families out of conflict and courts and makes sure you are able to preserve your legacy, achieve a number of financial objectives, and bring peace of mind to you and your family.
If you were to die or to become disabled today, are you comfortable everything will be taken care of the way you want? Proper planning can greatly enhance benefits for you if you are disabled or your loved ones after death, and should be implemented by everyone. It doesn’t matter if you have $30,000 or $400,000; you still have to plan for the future. If you own any real estate house in the state of Texas, you need to plan. You want to make sure that you have guardians in place and your children’s assets are protected and available to them.
We Offer the Following Services
MEDICAL POWERS OF ATTORNEY
FINANCIAL POWERS OF ATTORNEY
SPECIAL NEEDS TRUSTS
TRANSFER AND GIFT PLANNING
Once your estate plan is in place, we do not disappear. This document is a living document and needs to change as your life changes. We offer a maintenance program to help you keep your plan current with life events such as birth, death, marriage or divorce of anyone included in your plan.