THE SIMPLE TRUTH IS:
Many people never get around to planning for the future. But proper advance estate planning is the only way to ensure that your personal wishes for your welfare and the settlement of your estate are honored. Failure to engage in estate planning will result in your estate be settled in accordance with the rules of the Texas Estates Code, instead of your personal wishes. Who do you want to be in charge of your personal welfare and estate: a representative of your own choice or the State of Texas?
OUR ADVANCE ESTATE PLANNING PHILOSOPHY:
The fundamental goals of this office for our clients are:
To control the total overall cost of the settlement of the estate
To maximize the control of the representative of the estate and minimize the intrusion of the probate court, both before your death as well as after you die.
To apply the law to your maximum benefit, using the least complicated methods.
RESPECT TO THE CLIENT’S WISHES:
It is the duty of this office to listen carefully to the desires of the client and prepare documents accordingly. We never attempt to tell clients who should receive their assets.
A STANDARD ESTATE PLANNING "PACKAGE"
There is more to estate planning than just the drafting of a Will. The best practice includes the drafting of additional documents to address your needs and wishes during your lifetime, not just after your death. The following “package” of documents will take advantage of Texas law to ensure that you are in control of your affairs, both now and after death.
To view information of the 5 different documents in the standard package, click on the icons to the right.
For the large majority of estates, the above “package,” of documents will successfully protect your personal welfare and estate.