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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
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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The Importance Of Advance Directives In Texas Estate Planning
The most basic reason for estate planning is to ensure that an individual’s wishes are carried out during incapacity and after their death. To do this, there are various legal documents and varying strategies that can be used, depending on the individual’s wishes, financial situation, and circumstances. One important aspect of estate planning involves legally…
Continue Reading The Importance Of Advance Directives In Texas Estate Planning
Special Needs Trusts In Texas Estate Planning
If you have a special needs child, you’re probably very concerned about the level of care your child will receive after you’re gone. After all, you want your child to thrive and have access to the best care possible, but when you’re gone, how can you ensure that your child’s needs will be met? A…
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Lady Bird Deeds In Texas Estate Planning
A Lady Bird Deed, also known as an enhanced life estate deed, is a special kind of deed recognized in only five states. Fortunately, one of those states is Texas. The lady bird deed can be advantageous for Texans who wish to leave a property inheritance to their beneficiaries. This article is presented by the…
Life Events That Could Impact Your Current Estate Plan
Estate planning isn’t typically something you do once and then forget about. It’s best to review your estate plan from time to time to make sure it’s still in line with your current life circumstances. Here are some major life events that could trigger the need to revise your estate plan. This article is presented…
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