Wills | Trusts | Estate Planning | Probate | Guardianship
Thoughtful
Estate Planning
= Peace of Mind
Estate Planning Attorney in Fort Worth, TX
Convenient. Virtual. Service.
Estate planning is like drafting a blueprint for peace of mind, ensuring that your wishes are carried out and your family is taken care of, no matter what comes your way. In Fort Worth, estate planning becomes more than just paperwork; it’s about crafting a legacy that reflects your values and provides for those who matter most. We guide you through the process with empathy and expertise, helping you create a plan that aligns with your unique needs. From wills and trusts to asset protection and healthcare directives, our team is dedicated to making sure every detail is addressed.
“Estate planning isn’t just for the wealthy, it’s for everyone, everyone who wants to protect their family and prepare for the future".”
Our Sole Focus: Estate Planning
We’re committed to crafting comprehensive estate plans tailored to your unique needs and goals. Understanding the various tools and trusts available is essential for creating a plan that ensures your assets are protected and your wishes are fulfilled. Below is an overview of the key components we specialize in, each designed to address specific aspects of estate planning.
Estate Planning Services
Revocable Living Trust
A trust that allows you to retain control over your assets during your lifetime and can be altered or revoked as needed. It helps avoid probate and manage assets efficiently.
Special Needs Trust
A trust established to provide for a loved one with special needs without affecting their eligibility for government benefits.
Medicaid Asset Protection Trust
A specialized trust designed to protect your assets from being depleted by Medicaid costs, ensuring you can qualify for benefits while preserving your wealth.
Last Will & Testament
A legal document that specifies how your assets should be distributed after your death and names guardians for any minor children.
Asset Protection
Strategies and tools used to protect your assets from creditors, lawsuits, or other claims, preserving your wealth for your beneficiaries.
Irrevocable Life Insurance Trust
A trust that owns your life insurance policy, removing it from your taxable estate and providing funds for beneficiaries.
Pet Trust
A trust designed to ensure your pets are cared for according to your wishes after you’re gone, covering their needs and expenses.
IRA Trusts
A trust designed to manage and distribute your IRA assets in a tax-efficient manner, often used to provide for heirs while minimizing tax consequences.
Testamentary Trust
A trust that is created through your will and comes into effect upon your death, managing and distributing your estate according to your instructions.
Areas of Practice
Probate refers to the legal process of administering a deceased person's estate. The court reviews the will to determine if it is valid and provides a final ruling on the division and distribution of assets to heirs and beneficiaries based on the will. If a person dies intestate, or without a will, the court divides the estate according to state law. LEARN MORE
A guardianship typically involves the appointment of someone to manage the medical and physical care of a person with limited capacity such as a special needs child or a person with physical or intellectual disabilities. A conservatorship is a court order that appoints someone to oversee the financial affairs of a minor or a person who is incapacitated. One person can serve in both roles. LEARN MORE
A will and last testament form the foundation of an estate plan and are the key instrument used to ensure that the estate is settled in the manner desired by the deceased. While there is more to an estate plan than just a will, it is the presiding document the probate court uses to guide the process of settling an estate. LEARN MORE
Like a will, a trust provides for distribution of assets based on the deceased’s wishes. But unlike a will, a trust can protect assets from creditors and avoid taxes and the cost of probate. It can provide for control and future direction of assets long after the deceased person’s passing. Special needs trusts can permit a disable child or parent to receive income from the trust while still retaining public disability benefits like Medicaid. LEARN MORE
Everyone has an estate, it’s everything you own, your home, your accounts, your cars, and you probably have very specific ideas where and to whom you want your money to go after you pass. Because if you don’t, the state will be very happy to tell you exactly where your money will be going, and you and your heirs may not like it. Take charge of your estate. LEARN MORE
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffet
Why You Need An Estate Plan
An estate plan is essential because it provides a clear roadmap for how your assets will be managed and distributed after your death, ensuring your wishes are honored and reducing the burden on your loved ones. Without a comprehensive estate plan, your estate could be subjected to lengthy probate processes, potential disputes among heirs, and unintended tax consequences. An estate plan not only addresses the distribution of your assets but also includes critical provisions for healthcare decisions and legal representation should you become incapacitated. In so many words, an estate plan is a gift of clarity and security for both yourself and those you care about.
If you're ready to secure your legacy, our experienced legal team is here to assist you every step of the way. As a trusted estate planning attorney in the Fort Worth area, we offer personalized guidance to create a plan that meets your unique needs. Contact us today to schedule a consultation and start building a plan that provides peace of mind for you and your family.
Frequently Asked Questions:
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While it's possible to create some estate planning documents on your own, consulting an attorney ensures that your plan complies with Texas laws and addresses your specific needs.
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Work with a qualified estate planning attorney to ensure that all documents comply with Texas laws and are properly executed.
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Without an estate plan, your assets may be distributed according to Texas intestacy laws, which may not align with your wishes and could lead to disputes.