SlideShare a Scribd company logo
1 of 14
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:
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:
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:
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:
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:
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:
Implement strategies to protect your assets
from creditors, including trusts, insurance,
and gifting strategies.
8. Asset Protection:
Find expert estate planning attorneys in Houston at Houston
Probate Law. Ensure your assets are protected and your
wishes are honored. Visit https://houston-probate-
law.com/estate-planning for comprehensive estate planning
services.
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

More Related Content

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

Houston Estate Planning Attorneys - houston-probate-law.com
Houston Estate Planning Attorneys - houston-probate-law.comHouston Estate Planning Attorneys - houston-probate-law.com
Houston Estate Planning Attorneys - houston-probate-law.comKreig Law
 
Estate Planning in India Process and Advantages
Estate Planning in India Process and AdvantagesEstate Planning in India Process and Advantages
Estate Planning in India Process and Advantageswilljinimarketing24
 
Estate Planning 101: Mastering the Fundamentals
Estate Planning 101: Mastering the FundamentalsEstate Planning 101: Mastering the Fundamentals
Estate Planning 101: Mastering the FundamentalsRhazes Ghaisan
 
Estate-Planning-Presentation
Estate-Planning-PresentationEstate-Planning-Presentation
Estate-Planning-PresentationSamuel De Jong
 
The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...
The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...
The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...Elder Law Center Of Wisconsin
 
Estate planning 101 presentation
Estate planning 101 presentationEstate planning 101 presentation
Estate planning 101 presentationShawn J. Roberts
 
Guide_to_Executorship_and_Probate
Guide_to_Executorship_and_ProbateGuide_to_Executorship_and_Probate
Guide_to_Executorship_and_ProbateRoneel Nath
 
Estate & Financial Planning
Estate & Financial PlanningEstate & Financial Planning
Estate & Financial Planningoasthook
 
Estate Planning for Parents of Minor Children
Estate Planning for Parents of Minor ChildrenEstate Planning for Parents of Minor Children
Estate Planning for Parents of Minor ChildrenIsis Parenting
 
Estate planning for parents of minor children
Estate planning for parents of minor childrenEstate planning for parents of minor children
Estate planning for parents of minor childrenIsis Parenting
 
Nuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee TrainingNuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee TrainingSuzanne M. Graves
 
The Role of Fiduciaries in Your Estate Plan
The Role of Fiduciaries in Your Estate PlanThe Role of Fiduciaries in Your Estate Plan
The Role of Fiduciaries in Your Estate PlanJennifer Vermillion
 
Estate planning - Lisa Detanna
Estate planning - Lisa DetannaEstate planning - Lisa Detanna
Estate planning - Lisa DetannaLisa Detanna
 
press release - state trust - financial planning for seniors 2 (2)
 press release - state trust - financial planning for seniors 2 (2) press release - state trust - financial planning for seniors 2 (2)
press release - state trust - financial planning for seniors 2 (2)StateTrust Investments
 
Do I Lose Control of Assets in a Revocable Living Trust?
Do I Lose Control of Assets in a Revocable Living Trust?Do I Lose Control of Assets in a Revocable Living Trust?
Do I Lose Control of Assets in a Revocable Living Trust?Barry D Horowitz
 
Ten things-to-include-in-your-will
Ten things-to-include-in-your-willTen things-to-include-in-your-will
Ten things-to-include-in-your-willDavidSabo5
 

Similar to Estate Planning Attorneys Houston - houston-probate-law.com (20)

Houston Estate Planning Attorneys - houston-probate-law.com
Houston Estate Planning Attorneys - houston-probate-law.comHouston Estate Planning Attorneys - houston-probate-law.com
Houston Estate Planning Attorneys - houston-probate-law.com
 
Estate planning through a will & a trust
Estate planning through a will & a trustEstate planning through a will & a trust
Estate planning through a will & a trust
 
FPA SIBL Feb 2017
FPA SIBL Feb 2017FPA SIBL Feb 2017
FPA SIBL Feb 2017
 
Estate Planning in India Process and Advantages
Estate Planning in India Process and AdvantagesEstate Planning in India Process and Advantages
Estate Planning in India Process and Advantages
 
Estate Planning 101: Mastering the Fundamentals
Estate Planning 101: Mastering the FundamentalsEstate Planning 101: Mastering the Fundamentals
Estate Planning 101: Mastering the Fundamentals
 
Estate-Planning-Presentation
Estate-Planning-PresentationEstate-Planning-Presentation
Estate-Planning-Presentation
 
The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...
The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...
The Crucial Role of Estate Planning: Securing Your Legacy and Protecting Love...
 
Estate planning 101 presentation
Estate planning 101 presentationEstate planning 101 presentation
Estate planning 101 presentation
 
Guide_to_Executorship_and_Probate
Guide_to_Executorship_and_ProbateGuide_to_Executorship_and_Probate
Guide_to_Executorship_and_Probate
 
Estate & Financial Planning
Estate & Financial PlanningEstate & Financial Planning
Estate & Financial Planning
 
Estate Planning for Parents of Minor Children
Estate Planning for Parents of Minor ChildrenEstate Planning for Parents of Minor Children
Estate Planning for Parents of Minor Children
 
Estate planning for parents of minor children
Estate planning for parents of minor childrenEstate planning for parents of minor children
Estate planning for parents of minor children
 
Nuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee TrainingNuts & Bolts Truth Successor Trustee Training
Nuts & Bolts Truth Successor Trustee Training
 
EP Primer - 2016 (RSLG)
EP Primer - 2016 (RSLG)EP Primer - 2016 (RSLG)
EP Primer - 2016 (RSLG)
 
The Role of Fiduciaries in Your Estate Plan
The Role of Fiduciaries in Your Estate PlanThe Role of Fiduciaries in Your Estate Plan
The Role of Fiduciaries in Your Estate Plan
 
Chapter 7 Estate Planning
Chapter 7 Estate PlanningChapter 7 Estate Planning
Chapter 7 Estate Planning
 
Estate planning - Lisa Detanna
Estate planning - Lisa DetannaEstate planning - Lisa Detanna
Estate planning - Lisa Detanna
 
press release - state trust - financial planning for seniors 2 (2)
 press release - state trust - financial planning for seniors 2 (2) press release - state trust - financial planning for seniors 2 (2)
press release - state trust - financial planning for seniors 2 (2)
 
Do I Lose Control of Assets in a Revocable Living Trust?
Do I Lose Control of Assets in a Revocable Living Trust?Do I Lose Control of Assets in a Revocable Living Trust?
Do I Lose Control of Assets in a Revocable Living Trust?
 
Ten things-to-include-in-your-will
Ten things-to-include-in-your-willTen things-to-include-in-your-will
Ten things-to-include-in-your-will
 

Recently uploaded

CALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual serviceCALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual serviceanilsa9823
 
LITERAL RULE OF INTERPRETATION - PRIMARY RULE
LITERAL RULE OF INTERPRETATION - PRIMARY RULELITERAL RULE OF INTERPRETATION - PRIMARY RULE
LITERAL RULE OF INTERPRETATION - PRIMARY RULEsreeramsaipranitha
 
589308994-interpretation-of-statutes-notes-law-college.pdf
589308994-interpretation-of-statutes-notes-law-college.pdf589308994-interpretation-of-statutes-notes-law-college.pdf
589308994-interpretation-of-statutes-notes-law-college.pdfSUSHMITAPOTHAL
 
一比一原版牛津布鲁克斯大学毕业证学位证书
一比一原版牛津布鲁克斯大学毕业证学位证书一比一原版牛津布鲁克斯大学毕业证学位证书
一比一原版牛津布鲁克斯大学毕业证学位证书E LSS
 
6th sem cpc notes for 6th semester students samjhe. Padhlo bhai
6th sem cpc notes for 6th semester students samjhe. Padhlo bhai6th sem cpc notes for 6th semester students samjhe. Padhlo bhai
6th sem cpc notes for 6th semester students samjhe. Padhlo bhaiShashankKumar441258
 
pnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptx
pnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptxpnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptx
pnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptxPSSPRO12
 
CAFC Chronicles: Costly Tales of Claim Construction Fails
CAFC Chronicles: Costly Tales of Claim Construction FailsCAFC Chronicles: Costly Tales of Claim Construction Fails
CAFC Chronicles: Costly Tales of Claim Construction FailsAurora Consulting
 
一比一原版旧金山州立大学毕业证学位证书
 一比一原版旧金山州立大学毕业证学位证书 一比一原版旧金山州立大学毕业证学位证书
一比一原版旧金山州立大学毕业证学位证书SS A
 
Introduction to Corruption, definition, types, impact and conclusion
Introduction to Corruption, definition, types, impact and conclusionIntroduction to Corruption, definition, types, impact and conclusion
Introduction to Corruption, definition, types, impact and conclusionAnuragMishra811030
 
Municipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptx
Municipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptxMunicipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptx
Municipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptxSHIVAMGUPTA671167
 
BPA GROUP 7 - DARIO VS. MISON REPORTING.pdf
BPA GROUP 7 - DARIO VS. MISON REPORTING.pdfBPA GROUP 7 - DARIO VS. MISON REPORTING.pdf
BPA GROUP 7 - DARIO VS. MISON REPORTING.pdflaysamaeguardiano
 
Appeal and Revision in Income Tax Act.pdf
Appeal and Revision in Income Tax Act.pdfAppeal and Revision in Income Tax Act.pdf
Appeal and Revision in Income Tax Act.pdfPoojaGadiya1
 
WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)
WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)
WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)Delhi Call girls
 
Audience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxx
Audience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxxAudience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxx
Audience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxxMollyBrown86
 
IBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptx
IBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptxIBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptx
IBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptxRRR Chambers
 
一比一原版西澳大学毕业证学位证书
 一比一原版西澳大学毕业证学位证书 一比一原版西澳大学毕业证学位证书
一比一原版西澳大学毕业证学位证书SS A
 
PPT- Voluntary Liquidation (Under section 59).pptx
PPT- Voluntary Liquidation (Under section 59).pptxPPT- Voluntary Liquidation (Under section 59).pptx
PPT- Voluntary Liquidation (Under section 59).pptxRRR Chambers
 
Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881
Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881
Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881mayurchatre90
 
The Active Management Value Ratio: The New Science of Benchmarking Investment...
The Active Management Value Ratio: The New Science of Benchmarking Investment...The Active Management Value Ratio: The New Science of Benchmarking Investment...
The Active Management Value Ratio: The New Science of Benchmarking Investment...James Watkins, III JD CFP®
 

Recently uploaded (20)

CALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual serviceCALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Singar Nagar Lucknow best sexual service
 
LITERAL RULE OF INTERPRETATION - PRIMARY RULE
LITERAL RULE OF INTERPRETATION - PRIMARY RULELITERAL RULE OF INTERPRETATION - PRIMARY RULE
LITERAL RULE OF INTERPRETATION - PRIMARY RULE
 
589308994-interpretation-of-statutes-notes-law-college.pdf
589308994-interpretation-of-statutes-notes-law-college.pdf589308994-interpretation-of-statutes-notes-law-college.pdf
589308994-interpretation-of-statutes-notes-law-college.pdf
 
一比一原版牛津布鲁克斯大学毕业证学位证书
一比一原版牛津布鲁克斯大学毕业证学位证书一比一原版牛津布鲁克斯大学毕业证学位证书
一比一原版牛津布鲁克斯大学毕业证学位证书
 
6th sem cpc notes for 6th semester students samjhe. Padhlo bhai
6th sem cpc notes for 6th semester students samjhe. Padhlo bhai6th sem cpc notes for 6th semester students samjhe. Padhlo bhai
6th sem cpc notes for 6th semester students samjhe. Padhlo bhai
 
pnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptx
pnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptxpnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptx
pnp FIRST-RESPONDER-IN-CRIME-SCENEs.pptx
 
CAFC Chronicles: Costly Tales of Claim Construction Fails
CAFC Chronicles: Costly Tales of Claim Construction FailsCAFC Chronicles: Costly Tales of Claim Construction Fails
CAFC Chronicles: Costly Tales of Claim Construction Fails
 
一比一原版旧金山州立大学毕业证学位证书
 一比一原版旧金山州立大学毕业证学位证书 一比一原版旧金山州立大学毕业证学位证书
一比一原版旧金山州立大学毕业证学位证书
 
Introduction to Corruption, definition, types, impact and conclusion
Introduction to Corruption, definition, types, impact and conclusionIntroduction to Corruption, definition, types, impact and conclusion
Introduction to Corruption, definition, types, impact and conclusion
 
Russian Call Girls Rohini Sector 7 💓 Delhi 9999965857 @Sabina Modi VVIP MODEL...
Russian Call Girls Rohini Sector 7 💓 Delhi 9999965857 @Sabina Modi VVIP MODEL...Russian Call Girls Rohini Sector 7 💓 Delhi 9999965857 @Sabina Modi VVIP MODEL...
Russian Call Girls Rohini Sector 7 💓 Delhi 9999965857 @Sabina Modi VVIP MODEL...
 
Municipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptx
Municipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptxMunicipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptx
Municipal-Council-Ratlam-vs-Vardi-Chand-A-Landmark-Writ-Case.pptx
 
BPA GROUP 7 - DARIO VS. MISON REPORTING.pdf
BPA GROUP 7 - DARIO VS. MISON REPORTING.pdfBPA GROUP 7 - DARIO VS. MISON REPORTING.pdf
BPA GROUP 7 - DARIO VS. MISON REPORTING.pdf
 
Appeal and Revision in Income Tax Act.pdf
Appeal and Revision in Income Tax Act.pdfAppeal and Revision in Income Tax Act.pdf
Appeal and Revision in Income Tax Act.pdf
 
WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)
WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)
WhatsApp 📞 8448380779 ✅Call Girls In Nangli Wazidpur Sector 135 ( Noida)
 
Audience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxx
Audience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxxAudience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxx
Audience profile - SF.pptxxxxxxxxxxxxxxxxxxxxxxxxxxx
 
IBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptx
IBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptxIBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptx
IBC (Insolvency and Bankruptcy Code 2016)-IOD - PPT.pptx
 
一比一原版西澳大学毕业证学位证书
 一比一原版西澳大学毕业证学位证书 一比一原版西澳大学毕业证学位证书
一比一原版西澳大学毕业证学位证书
 
PPT- Voluntary Liquidation (Under section 59).pptx
PPT- Voluntary Liquidation (Under section 59).pptxPPT- Voluntary Liquidation (Under section 59).pptx
PPT- Voluntary Liquidation (Under section 59).pptx
 
Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881
Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881
Negotiable Instruments Act 1881.UNDERSTAND THE LAW OF 1881
 
The Active Management Value Ratio: The New Science of Benchmarking Investment...
The Active Management Value Ratio: The New Science of Benchmarking Investment...The Active Management Value Ratio: The New Science of Benchmarking Investment...
The Active Management Value Ratio: The New Science of Benchmarking Investment...
 

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:
  • 5.
  • 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:
  • 12.
  • 13. Find expert estate planning attorneys in Houston at Houston Probate Law. Ensure your assets are protected and your wishes are honored. Visit https://houston-probate- law.com/estate-planning for comprehensive estate planning services.
  • 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