Helping You Achieve Your Estate Planning Goals and Objectives
Attorney Ray Kerlick talks about how we can help you identify and then achieve your goals for estate planning. Call us at 800-929-1725 for an appointment at our offices in Fort Bend County and Wharton County.
– – Hi, this is Ray Kerlick from Wadler, Perches, Hundl, & Kerlick, here in our Fulshear office, and today I wanted to talk to you a little bit about goals from estate planning.
Most of the time people know that getting the documents to achieve estate planning goals is something that we need to do. Our job as attorneys is to help you take care of this so that you don’t have to worry about it anymore. You can get on with the day to day living of your life.
As part of that process, you also want to think about your goals with regard to planning for your estate and possible periods of incapacity.
One of Your Estate Planning Goals May be to Leave a Legacy
You may want to leave a legacy as one of your estate planning goals. That can mean everything from you want to make sure that things that are valuable to you, things that have helped bring joy to your life, are continued to be cared for and end up in the hands of people who will care about them the same way that you do. It may be things like family farm. It may be things like a family business. Perhaps there’s some special family heirlooms that you want to make sure that you take care of and continue to be taken care of. So that’s part of what we’re talking about with a legacy.
What we also want to do is make sure that we’re ensuring that the folks who are our heirs, including perhaps children from a prior marriage, perhaps there’s nieces or nephews, perhaps there are people in your life who you want to make sure have some access to your assets and who you want to make sure are provided for when you’re gone. The only way to do this, legally, is through a will. So we’re going to make sure and help you address those concerns.
One of Your Estate Planning Goals May be to Ease the Stress and Administrative Burden on Your Heirs
Just as important quite frankly, is the ability to simplify the process for the people that you’re leaving behind. So a lot of this is to make sure that we cut down on the uncertainty.By putting things down in writing we make sure that your heirs have less to worry about, and hopefully will streamline the process in a way, for them, that they won’t have to make as many hard decisions. You can help them with that process by thinking about it today.
One of Your Goals May be to Plan for Possible Incapacity
Another idea that we want to make sure that we address is directing future medical and financial decisions. So, again, most of us have pretty good ideas on how we would like to live our life. Certainly things that we want to invest in, types of treatment that we might be interested, or not interested in. By addressing those issues today, we can make sure that even if something were to happen to us that might prevent us from being able to express our wishes orally or to someone at the time, we’ve got those solidly written down and in a situation where they can be followed.
One of Your Estate Planning Goals May be to Reduce the Tax Burden on Your Heirs
Finally, estate taxes is an issue that we’re all concerned about. We can help you address those issues, if they are a concern, we can make sure and help you manage them. We certainly can’t, or don’t, purport to help anybody to not pay their taxes, that’s not what we’re talking about. We’re talking about taking advantage of the legal ways that we can to manage your assets in such a way so as to reduce the tax liability that your heirs are likely to suffer when you’re gone.
Offices in Fort Bend County and Wharton County
So these are some of the goals that we’ll address if you set up an appointment with us to come in, discuss estate planning, we’ll have a link, I think, below here or at least some contact information below here, where you can set up an appointment. We have some very reasonable flat fee arrangements for this type of service, and we hope you’ll give us a call at 800-929-1725 for appointments at all of our offices. Thanks.
Our Fort Bend County offices are in Fulshear and Richmond and we have offices in Wharton County in Wharton and El Campo. You can schedule an appointment at any of our offices by calling 800-929-1725.
