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:

• Receive our estate organizer we created so you can smoothly assemble the information your loved ones will need if something happens to you. If you have ever been invoved in handling someone else's estate, you know how beneficial and welcome this organization will be.
• Receive a review of all beneficiary designations and titles affecting your estate property and accounts. Beneficiary designations can be out-of-date, invalid or not consistent with your plan. Naming the wrong beneficiary on your tax-deferred plan can lead to devastating tax consequences. It is much better for you to take the time to do this correctly now than for your family to pay an attorney to try to fix things later.

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.

• I believe "The best client is a very knowledgeable client." I want to answer all of your questions and address all of your concerns. And I will do so on your schedule.
• I will spend whatever time is needed to listen to you and get a thorough understanding of your circumstances, your family and your goals and special desires.
• You will be treated like a respected member of our family and, I hope, become a good, long term friend.
• I help you gather the information we need to complete your planning. Because of big recent changes to estate tax laws which exempt many people from estate tax liabilities, I usually do not need as much detail as your tax or financial planning adviser.
• I diligently prepare your documents and meet with you, either in person or for convenience by email, to review, answer questions or make changes. If our client has mobility issues we can come to you.
• I provide notary and witness services when it is time to sign your documents.
• My goal is that you will want to tell others your experience with my law firm was enjoyable, efficient and a lot easier than you expected. I pledge to work with you to accomplish this.