Most people are surprised to learn that they already have an estate plan. That's because Texas law already has an estate plan for anyone who fails to plan on their own. Unfortunately, those laws may force your estate to pass in a way that is much different from what you want for your family, loved ones and charities.
The state plan could result in temporary or permanent foster care for your children, courtroom battles over who should raise your children, and completely exclude your friends, charities and some family members. The state plan arbitrarily decides which of your relatives will get your property, how much each gets and when they receive it. You shouldn't voluntarily choose the State of Texas plan for your loved ones.
You want some control to insure that these matters are handled privately by your family, not by the courts. You decide who receives what and when. And, if you have young children, you decide who will raise them if you can't.
Let us help you create a plan that puts you in control, and protects your assets and loved ones in exactly the way you want!
If you don't think you can afford or want a complex estate plan now, start with the essential protection you and your loved ones need. For a young family or single adult, that may mean a will, and powers of attorney for your assets and health care decisions. Then, let your planning develop and expand as your circumstances and laws change. An experienced attorney, with knowledge of current Texas and Federal laws, rather than DIY generic forms, will best address with your concerns and deliver the peace of mind that you deserve.
Would your family know where to find your financial records, titles, and insurance policies if something happened to you?
Our estate planning clients:
With your permission, we work directly with your accountant, financial planner, life insurance agent and other professional advisers to ensure that the components of your estate plan are consistent with the strategies and goals you have in place with them.