Hey, congratulations. I’m assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict, when something happens to you.
Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as easeful as possible.
There are three options for you to get our support.
Choose the one that’s best for you:
Schedule a free 15-minute phone consultation: If you are uncertain about what type of session you need to schedule.
Schedule a 2-hour Family Wealth Planning Session: If you do not have already have an estate plan (will, trust, power of attorney, etc.) in place.
Schedule a 2-hour Existing Estate Plan Review and Checkup: If you do have an estate plan in place and (1) you have purchased real property (a home / land / real estate) (2) you have had children (3) moved to Texas, (4) received your inheritance, (5) started a business since it was created or the last reviewed by a licensed attorney. If your estate plan hasn't been reviewed by a licensed attorney in the last 3 years, it is time to check to make sure it still achieves your goals.