What You Should Include in an Estate Plan

Whether it’s starting a business, starting a marriage, becoming a parent, or losing a parent, significant life changes can have a substantial impact on your perspective for the future. The necessity to figure out how to best protect your children, your spouse, your finances, and your legacy is obvious; however, constructing an estate plan for everything is not.

At the Voeller Law Firm, our mission is to help individuals plan for the future of their families and businesses. Each estate plan is different, and with our extensive experience and expert tools, we help clients safeguard what matters most to them. Common elements of an estate plan generally include:

  • A will that identifies who should receive the property included in the estate, including insurance policies, bank and investment policies, artwork, and other intimate property.
  • Appointed guardianships for any underage children who may be under your care at the time of your passing.
  • Trusts that can preserve assets and enable a simple transfer of assets with no need to take them through the probate process and no complications.
  • Powers of Attorney and an Advance Health Care Directive defining your preferences if you are incapacitated after an accident or near the end of your life.
  • Funeral arrangements and the payment preparations for them.

Call Us for a Consultation and Start Planning Today

Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones in the event of your incapacity or your passing, as well as being one of the greatest acts of love toward your family. Careful planning spares your loved ones the expense, delay, and frustration associated with managing your affairs when you pass away or become incapacitated. Our attorneys have 35 years of experience working directly with our clients to develop an estate plan that best meets their needs. We utilize our considerable experience and expertise in finance and business to advise you on the tax implications of your plan and guarantee that your business interests are safeguarded. Even if you have a will or an estate plan in place, we can assist you in making any necessary adjustments if your circumstances change in any capacity, whether it’s financial or familial. We welcome you to call the Voeller Law Firm at (210) 651-3851 to request a consultation and learn more about estate planning. We are proud to serve the greater San Antonio, Nexar Country, Comal County, Guadalupe County, and South Texas areas.

Our services go far beyond merely preparing – we do our best to help you protect your future.

Related Posts

Leave a Reply

Contact Us

    Voeller Law Firm

    A law practice limited to estate planning, elder law planning, probate and business planning. Through seminars and free initial consultations, the lawyers at the Voeller Law Firm can help area residents and businesses evaluate their legal needs and determine what their options are.