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Estate Planning Attorneys Houston - houston-probate-law.com

Kreig Law
Kreig Law

Secure your legacy with seasoned Estate Planning Attorneys in Houston. Navigate the complexities of wills, trusts, and probate with trusted guidance. Explore more at https://houston-probate-law.com/estate-planning.

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Estate Planning
Attorneys Houston
https://houston-probate-law.com
Estate planning is the process of organizing and
managing your assets and affairs to ensure that your
wishes are carried out during your lifetime and after
your passing. Here are some key points on estate
planning:
Estate planning begins with identifying your
financial and personal objectives, which may
include providing for your family, minimizing
taxes, or supporting charitable causes.
1. Defining Your Goals:
Compile a comprehensive list of your assets,
including real estate, investments, bank
accounts, life insurance policies, retirement
accounts, and personal belongings.
2. Asset Inventory:
Estate Planning Attorneys Houston - houston-probate-law.com
Creating a valid will or trust is a fundamental
part of estate planning. A will outlines how
you want your assets distributed, while a
trust can provide added control, privacy, and
efficiency in asset transfer.
3. Will and Trust:

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Estate Planning Attorneys Houston - houston-probate-law.com

  • 2. Estate planning is the process of organizing and managing your assets and affairs to ensure that your wishes are carried out during your lifetime and after your passing. Here are some key points on estate planning:
  • 3. Estate planning begins with identifying your financial and personal objectives, which may include providing for your family, minimizing taxes, or supporting charitable causes. 1. Defining Your Goals:
  • 4. Compile a comprehensive list of your assets, including real estate, investments, bank accounts, life insurance policies, retirement accounts, and personal belongings. 2. Asset Inventory:
  • 6. Creating a valid will or trust is a fundamental part of estate planning. A will outlines how you want your assets distributed, while a trust can provide added control, privacy, and efficiency in asset transfer. 3. Will and Trust:
  • 7. Review and update beneficiary designations on financial accounts, life insurance policies, and retirement accounts. These designations can override the instructions in your will or trust. 4. Beneficiary Designations:
  • 8. Designate someone to act on your behalf in financial and legal matters in case you become incapacitated through a durable power of attorney. 5. Power of Attorney:
  • 9. Prepare advance healthcare directives, such as a healthcare power of attorney and living will, to specify your medical preferences and designate someone to make healthcare decisions on your behalf. 6. Healthcare Directives:
  • 10. If you have minor children, appoint a guardian in your will to ensure they are cared for according to your wishes in the event of your passing. 7. Guardianship for Minors:
  • 11. Implement strategies to protect your assets from creditors, including trusts, insurance, and gifting strategies. 8. Asset Protection:
  • 13. Secure your legacy with seasoned Estate Planning Attorneys in Houston. Navigate the complexities of wills, trusts, and probate with trusted guidance. Explore more at https://houston-probate-law.com/estate-planning.
  • 14. Houston Offices 6671 Southwest Freeway, Suite 490-A Houston, Texas 77074 Opening Hours Monday – Friday: 9:00 AM – 5:00 PM By Appointment Only Phone Number 281-857-6886 Contact Us