Estate Planning

Estate Planning Services in Houston, TX

Estate planning is a legal process that many people tend to put off - sometimes for too long. It is important make arrangements to protect your loved ones as early as possible, whether you are a young family or are retired. Having your estate in order ensures that all of your assets and property will be protected and go to your chosen heirs after you pass on. Your loved ones should not have to struggle with the confusion of dealing with complex legal matters should you suffer a sudden accident, incapacitating illness or medical condition.

Before beginning the estate planning process, it is important to speak with an attorney who has a great deal of knowledge and experience in these matters. At my firm, the Law Office of Patricia M. Davis, I serve as counsel in estate planning, including wills, trusts, guardianships and other issues. I am a Houston estate planning lawyer, and my goal is to assist you to craft an estate plan that ensures that your wishes are upheld, and that all the legal documentation is fully complete and in order, as well as correctly filed.

Every individual or couple is unique in financial matters, as well as in family relationships. There is no method of estate planning that will suit every situation. You deserve to find out what can be done to protect those you care about after you pass on. It may be necessary to create a trust, several trusts, or to update an existing estate plan that no longer reflects your wishes. If you need to get your current estate plan reviewed and updated, I can advise you of changes that could be made with regard to preserving wealth, protecting your loved ones, and other matters of concern.

Planning Your Estate

In basic terms, estate planning refers to the preparation of documents such as Wills, Trusts, and Powers of Attorney. When you prepare these documents, there is a full review of all of your assets, property, bank accounts, stock accounts, works of art, valuable animals or other assets, and all other possessions. The documentation created will protect as many of your assets from excessive taxation as is possible under current state and federal law. Your objectives regarding the division, allocation and distribution of your assets will be stated clearly in clean and clear legal language, making it more difficult for a legal challenge to be successful. You have the opportunity to "will" and distribute your assets to any person, charity, organization, or other cause. A Power of Attorney is another crucial element in planning your estate. The person that you choose to have Power of Attorney will have the legal authority to make all decisions on your behalf should you become incapacitated.

Contact a Houston Estate Planning Lawyer

It is extremely important to have your estate planning in order early. Sadly, many families suffer a great deal of confusion and stress when the wishes of their parents or spouse have not been made clear. You do not want to leave your loved ones and your assets vulnerable in probate court, which can be a lengthy process, and essentially leaves the estate planning up to the State of Texas. If you are looking for a trustworthy, dedicated, and experienced Houston estate planning attorney, I can provide you with the legal guidance you need. I have been helping people with their estate planning for over 24 years, and am interested in helping you on a one-on-one basis. When you come to my office I will review your estate, discuss your objectives, and help you to craft a customized estate plan. I will also file the documents that ensure that your estate is under the direct control of the individuals you choose, and over the division and allocation of your assets, money, and other properties. My priority is in serving you and your interests to the best of my ability. As a former federal government attorney, I have a great depth of experience in legal matters, and you can be confident that I will listen, understand, and create an estate plan that reflects your personal objectives. I can help you to protect those that you care about, and offer insight on the options available to protect your assets from over taxation. Every individual and family has unique objectives, including the need for a family limited partnership, family trust, charitable trust or other goals. I can advise you, and you can be confident that your estate is in the hands of a legal professional that is focused on service and in protecting you and your family in the future.

Contact the Law Office of Patricia M. Davis today at (713) 489-7784!