ESTATE PLANNING

Estate Planning

If you want your family’s future to be secure, you need to think about estate planning sooner rather than later. Estate planning is about planning for the unexpected, and illness or an accident can strike at any time. We help develop estate plans that protect

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both your personal and business assets to ensure that your family will be taken care of when you are gone.

Most people should have a will. Even if you rely on more advanced estate planning tools, a will covers any new assets that may not be covered by another document. Whether a will is a small part of your estate planning or it’s your entire plan, we can help make sure that your will will help speed the probate process for your family.

Trusts are increasingly used to avoid the time and expense of the probate process. Some forms of trusts may also help reduce taxes on your wealth. We will help you explore trust options that preserve your wealth while ensuring that your children and pets are provided for.

If you own a business, it’s critical that you include it in your estate plan. This includes both deciding which loved ones should receive shares in the business and establishing a plan for its continued operation once you are no longer able to manage it.

If you are ever incapacitated due to illness or injury, your family will thank you if you’ve made your wishes clear. We can help you set up powers of attorney and healthcare directives that allow your family to make medical and financial decisions on your behalf if you are unable to.

Contact us today to get help with your estate planning needs. We have offices located in Beeville and San Antonio.


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