As we grow older, we need to think about what will happen to our assets, our properties, and our estate. Creating an estate plan protects not only your future, but the futures of your children, spouse, and loved ones. It is never too late or too early to start estate planning. Whether you have a modest estate or significant assets that you want to safeguard, talk to one of our San Marcos & Lockhart will and trust attorneys at Morris & Wise.
Morris & Wise can guide clients through a variety of will and/or trust documents, including:
We can go over your estate planning options and help you create a plan that is right for your unique situation. Each plan is created with your specific goals in mind and with close attention to your needs. Make sure that your will and/or trust is legally binding, comprehensive, and in line with your best interests with help of our team.
Schedule your FREE 30-minute case evaluation today.
When you pass away or are incapacitated without a will or trust, then essentially the law will decide how and who your assets and properties are distributed to and who will care for your minor children. Does the government know your family better than you? This is why it is important that you create a will and/or trust, so you can determine what happens to your estate, on your own terms.
Wills and trusts can allow the creator to:
Wills and trusts can be complicated. You may have questions about tax implications, businesses transfers, your assets, or even about the probate process. If you have any questions, feel free to contact us to schedule an evaluation.
Your first 30 minutes are FREE. Get in touch with our firm at (512) 640-2344.