Virtual throughout Texas including Madison, Brazos, and surrounding counties
Why You Need Estate Planning
Married
Estate planning may seem straightforward when you're married with children: you want your spouse to make decisions if you're incapacitated, and for your assets to pass to your spouse, then your children. However, probate courts are often burdened by the complexities of money and family, leading to billions in unclaimed assets across the U.S. To avoid this, it's important to address key questions and take specific steps to ensure your assets don’t end up lost or tied up in court.
Your wealth is not just measured by the dollars in your bank account, but by the well-being of the people you love. Estate planning should ensure your family stays out of court and conflict, no matter what. Let’s make this process simple and easy, so you can protect your family's future with peace of mind.
Single
As a single parent, you bear the primary responsibility for your children's well-being, and it's crucial to ensure their care if anything happens to you while they are minors. Whether your child’s other parent is involved or not, you may want to appoint someone else to manage the financial resources you leave behind or even care for your child.
To protect your child’s future, it’s essential to legally document who you want raising them, how you want them raised, and how you want your assets handled. I strive to make this process as simple and easy as possible.
Blended/Life Partners
For blended families, without proper planning, conflict is almost inevitable. Estate planning isn’t just about distributing your money—it's about securing the well-being of your loved ones. By addressing your estate now, you can keep your family out of court and conflict. Let’s make this process as simple and easy as possible so you can safeguard your family's future.
Estate planning is even more crucial when you're in an unmarried relationship, especially if you have children together. The law doesn’t automatically protect your life partner, so without proper planning, they could be denied access to you in the hospital, excluded from making healthcare decisions, or even lose your home, business, or finances after your death. If you have children, they could be taken out of your partner's care. Estate planning isn’t optional in these situations—it's vital to protect the people you love most.
Myth: I don't need Estate Planning yet--I'm only in my 30s!
Truth: The State of Texas already has a plan for you...
...and it doesn't include what happens if you are unable to make decisions because of hospitalization or mental health issues like dementia.
- Do you like what that plan says?
- And what if you’re hurt and can no longer make your own choices?