ESTATE PLANNING
Estate planning is an important process that ensures your assets are distributed according to your wishes after pass away. It involves creating legal documents such as wills, trusts, and powers of attorney. By taking the time to plan your estate, you can have peace of mind knowing that your loved will be taken care of and your legacy will be preserved. Contact us today to learn more about how can help you with estate planning needs.
WHAT IS AN ESTATE PLAN?
An estate plan is a comprehensive set of legal documents that are designed to provide a clear and detailed outline of how you want your assets to be distributed after you pass away. This can include instructions for the distribution of your property, as well as any other assets that you may have, such as investments, bank accounts, and personal belongings. Additionally, an estate plan can also include instructions for your medical care and appointing someone to make decisions on your behalf if you become incapacitated. By having an estate plan in place, you can have peace of mind knowing that your wishes will carried out and that your loved ones will be taken care of in the event of your passing.
WHAT ASSETS SHOULD BE IN AN ESTATE PLAN?
An estate plan can include various types of assets such as real estate, bank accounts, investments, personal property, and business interests. It is important work with a qualified estate planning attorney to ensure that all of your assets are properly accounted for and according to your wishes.
WHERE SHOULD I KEEP MY ESTATE PLAN?
At Walter Law, PLLC, we believe that your estate plan should be kept in a safe and hidden place. However, counter to what much of society believes we advise our clients not to place it in a locked or restricted place, such as a safe or safety deposit box, to ensure that your loved ones do not have to go through the Court to gain access. Further, copies of your powers of attorney should be distributed to those you have appointed so that they can immediately access these powers upon an emergency or exigent circumstance.
WHAT IS A TRANSFER ON DEATH DEED?
Since Walter Law, PLLC is a real estate firm we have thorough knowledge on alternative ways to pass your real estate to your loved ones or beneficiaries. These methods can save your beneficiaries from moving through the probate process through the Court, and very quickly allow the transfer of ownership with alternative methods. A transfer on death deed is one of these, and is a legal document that allows an individual to transfer their real property to a designated beneficiary upon their death. This type of deed can be useful for individuals who want to avoid problems and ensure that their property is transferred to their chosen beneficiary without the need for a will or trust.
Get in Touch
84 NE LOOP 410, SUITE 280
SAN ANTONIO, TX. 78216
Business Hours
Monday 9:00am-5:00pm
Tuesday 9:00am-5:00pm
Wednesday 9:00am-5:00pm
Thursday 9:00am-5:00pm
Friday 9:00am-5:00pm
Submit your information and write out a brief description of your legal issue or needs here. Do your best, we understand the problem can seem multi-faceted and overwhelming, but we can help with that. Once submitted, one of our team members will contact you either by phone or email to ask you for additional details and to discuss your case.
