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A: We will spend this first meeting getting to know you and your situation. We want to make sure that we thoroughly understand your goals and concerns. At this meeting, we will offer options and solutions for you to consider. At the end of this meeting you will have a clearer picture of your options and can decide to engage our services. It is not necessary to bring all your existing documents with you at this meeting, but you are certainly welcome to bring documents you want to discuss specifically.
A: The time in which it takes to create an estate plan is dependent on developing the plan. Our firm provides you with the information, consultation, and guidance to put together a plan that meets your wishes, solves your challenges, and helps you reach your goals. Sometimes the plan is clear and can be executed quickly. Other times careful contemplation is needed to address certain questions. Either way, we are here as your trusted advisor.
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Recent Estate Planning Articles
Financial And Estate Planning For Your Young Adult Children
You’ve finally made it, your adult children have graduated high school. It’s a big moment for the whole family. All your hard work as a parent has finally paid off. Now that your adult child is 18+ they’re considered an adult in the eyes of the law. It’s important for parents to talk about their…
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How to Update Legal Forms to Texas
Welcome to Texas! Your address is updated, and you’ve officially become a Texas resident. Now is an excellent time to discover all the financial and tax-saving benefits that Texas has to offer. To gain access to the cost-saving benefits in the future, you’ll first need to update the following estate administration and business entity documents.…
Protect Your Digital Assets in Texas With Estate Planning
Discover the importance of including your digital assets in your estate planning to ensure their protection and seamless transfer after your passing. Learn valuable tips and strategies to safeguard your online presence for the benefit of your loved ones. In today’s world we are increasingly intertwined with technology. From social media accounts and online banking…
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Estate Planning For a Longer Life Expectancy
As Texans are living longer than ever before, it’s crucial to consider how this affects your estate planning. With advances in medicine and technology, the average lifespan has increased significantly in recent decades. Living longer creates new challenges and considerations for your estate planning. One of the most significant impacts of longer lifespans is the…
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How Will Taxes Affect Your Texas Estate?
Estate planning is an important part of ensuring the financial security of you and your loved ones upon your death. One aspect of estate planning that is often overlooked is the Estate and Gift tax. How will taxes affect your Texas estate? Like many Texans, you may be asking yourself this question. It is important to…
Protect Your Privacy With Estate Planning In Texas
Many people wish to have their affairs remain private during their lifetimes and after they pass away. However, in Texas, as well as in many U.S. states, if your estate is probated, it will become public record. This means that your estate’s probate records will be accessible to anyone interested in them. Fortunately, in Texas…
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