Free Consultation Confirmation

Your Free Consultation request has been received

Thank you for reaching out to us about your Estate Planning needs.

We will be in touch with you via email shortly. In the meantime, we’d like to recommend you review our Frequently Asked Questions to get ready for your appointment. Also, we encourage you to read more informative articles on our blog to get you started.

Q: What should I expect at our first meeting?

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.  

Q: How long is this estate planning process going to take?

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.

Read More About Our Estate Planning Services

Recent Estate Planning Articles

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

Advance Directives Aging Parents assisted living Avoid Guardianship caregiver caregiving community property state Covid 19 eldercare Elder Financial Abuse elder law estate administration Estate Planning financial agent Funeral Costs health Improvement Standard incapacity Jimmo Letters of Administration Letters of Testamentary Letters Testamentary Long Term Care Medicaid medicaid planning medicare memory care Miller Trust nursing home Power of Attorney Probate QIT Qualified Income Trust residency retirement Revocable Living Trust social security Tax Cut and Jobs Act 2017 Texas Governor Texas Law texas residency veterans Will Wills Zoom

Scroll to Top