Secure Your Legacy.
What is Estate Planning?
Legacy
Have you ever been told by your parents or grandparents that you remind them of a beloved relative who has since passed? Have you ever wished that you could know more about your family tree and those who have gone before you? We believe strongly in the value of legacy and instilling WHO you are to your family, not just leaving WHAT you have. We would love to help you “Secure Your Legacy”.
Wills
A will is a legal document that tells the court — and your loved ones — what should happen to your possessions when you pass away. It allows you to clearly state who should receive your assets and how things should be handled.
However, not everything you own is automatically covered by a will. Some assets may pass by beneficiary designation or other means — and that’s where we come in. We’ll guide you through which items are dealt with under your will and ensure each one is going exactly where you intend.
Schedule a call today and we’ll help you get started.
Revocable Living Trusts
A revocable living trust is often the centerpiece of a complete estate plan. Unlike a will, a trust allows your loved ones to avoid probate court altogether — saving time, money, and stress after your passing. You can place your home and other key assets into the trust now, but still have full control while you’re alive.
We’ll help you design a trust that protects your family, avoids probate, and makes sure things pass smoothly and privately to the people you choose — without court involvement.
If you want to avoid probate and keep things easy for your family, let’s talk about whether a living trust is right for you.
Appointment of Guardian for Minor Children
If you have children under 18, choosing who will raise them in the event of your death is one of the most important decisions you can make. A legal guardianship designation allows you—not a judge or distant family member—to decide who will care for your children if something were to happen to you.
Without clear guardianship documents in place, your loved ones may have to go through a lengthy and emotional court process, and the court could end up appointing the last person you would have chosen to raise your children.
We help you name both primary and backup guardians, and make sure those wishes are legally documented so they can be honored.
There’s nothing more important than knowing your children will be safe, loved, and protected — no matter what.
Medical Power of Attorney
If you become unconscious and can’t speak for yourself, a medical power of attorney allows you to name someone to make healthcare decisions for you in case of an emergency. This ensures the person you trust most is legally authorized to talk to doctors and make choices on your behalf.
We walk you through who might be the best fit, and make sure your family has a clear plan if a medical emergency does occur.
It’s one of the kindest gifts you can give your family — peace of mind during a health crisis.
Living Will / Advance Directive
A living will (also called an advance directive) allows you to share your wishes about medical treatments and end-of-life care. Instead of leaving your family to guess what you would have wanted, this document provides guidance and reduces stress and family arguments during incredibly difficult moments.
If you have opinions about life support, feeding tubes, or comfort care, we’ll help you express those clearly and compassionately.
We’ll put your wishes in writing — so your loved ones aren’t left wondering.
HIPAA Release
Even if you have a Medical Power of Attorney, doctors and hospitals still need permission to share your private health information. A HIPAA Authorization makes sure your chosen loved ones can speak with medical staff and receive updates about your condition.
Without it, the people closest to you might be shut out or kept in the dark.
We’ll make sure the people you trust can get the information they need in a medical emergency.
Practical Preparedness
During your estate planning session, we will make sure that each client understands their finances, knows where to find important documents, has a system to find the passwords, knows what accounts they have and their general financial state of being.
Intestacy
Did you know that the State of Texas has an estate plan for you if you don’t have one prepared? Most people are surprised and unsatisfied to find out what the state has for them.
Real Estate
Do you own your home and have minor children? Are you thinking about purchasing a second home in another state? Have you inherited property outside of your home state? You could be subject to ancillary probate in that state. We can save time, money, and headaches by avoiding that ancillary probate in another state.
Pet Trust
What about your furry friends? What will happen to them when you pass? We can help you make final arrangements to ensure that your pets go to someone who cares and that your fur babies have enough resources to care for them in the style to which they have become accustomed.
