There is only one way to assure your property transfers in line with your wishes when you die: Estate planning. This may involve drafting a will or establishing a trust. You may even offer cash gifts while you are still alive or invest in life insurance. No matter what approach you take, the truth is evident. Your wishes may not be respected unless you plan first.
Lemons & Hallbauer, LLC considers your unique situation to craft an appropriate estate plan. We take a personable approach rather than rely on forms or solutions that work for “most” people. Clients have different needs depending on family members they support or charitable causes demanding their dedication. If you are a parent of a special-needs child your estate plan will be vastly different from the single individual who creates a trust for a non-profit. You will appreciate the thorough process and dedication to finding the best approach for your situation.
Estate planning also addresses future medical care through advanced directives and health care powers of attorney. Not only will you gain peace of mind by knowing your wishes for your property distribution are respected but you offer comfort to loved ones by making your medical preferences apparent.
Our office is located in Richardson, Texas and serves the Dallas area. To get started on estate planning, contact us today to schedule a consultation.