Estate Planning Attorney
in San Antonio, Texas
Planning for Everyone You Love & Everything You Have
Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?
If you have an estate plan and it's out of date, your assets could be lost to the Texas Department of Unclaimed Property, or to an unnecessary court process.
If you don't know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.
How Do I Help You with Estate Planning?
At KSMH Law Group, PLLC in San Antonio, Texas, I can conduct a Family Wealth Planning Session, where we spend time together and you'll get informed. Before your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it's a fit to work together, then I can design an estate plan together that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
Schedule a free 30-minute consultation with me today to start outlining your final wishes.
Can You DIY Your Estate Plan?
Unfortunately, most plans don't work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which "plan" is right for you, and fits you into a template. This is not estate planning; it is little more than a “search and replace” of your family's name and then a hit of the “print” button which spits out form documents.
I Am a Professional Estate Planner
As your Personal Family Lawyer® at KSMH Law Group, PLLC, I will educate you, take the time to get to know you, your family, your concerns, your goals and your issues, and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At KSMH Law Group, PLLC, one of my areas of greatest knowledge is protecting minor children.
Contact me today in San Antonio, Texas, to start discussing your estate plan. I work with clients throughout the area, including residents of Kirby, Live Oak, Leon Valley, and Universal City.