Ensure your estate's future with a trusted Houston Estate Planning Attorney. Visit https://houston-probate-law.com/estate-planning for expert guidance on securing your legacy.

1. Houston Estate
Planning Attorney
https://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. Ensure your estate's future with a trusted Houston Estate
Planning Attorney. Visit https://houston-probate-
law.com/estate-planning for expert guidance on securing
your legacy.

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
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