Secure Your Future With an Experienced Wills and Trusts Attorney
Estate Planning Services in Houston, Texas
Planning Around Your Goals and Circumstances
Estate planning can help individuals and families organize their affairs, document important wishes, and prepare for the transfer or management of assets. At The Swain Law Firm, we work with clients to review their assets, family circumstances, and objectives before preparing an estate plan suited to their needs.
Depending on the circumstances, planning may involve tax considerations, family dynamics, business interests, charitable goals, and other legal issues. Because every situation is different, our attorneys explain available options and help clients make informed decisions based on their individual circumstances.
Wills, Powers of Attorney, and Advance Directives
Many estate plans include a will along with documents that address financial and medical decision-making during incapacity. These may include durable powers of attorney, medical powers of attorney, and advance directives to physicians and surrogates, sometimes referred to as living wills.
A will can provide instructions for the distribution of property and may address other matters permitted by Texas law. Powers of attorney and advance directives can identify trusted individuals to assist with financial or healthcare decisions if a person becomes unable to act for themselves.
Trusts and Other Estate Planning Tools
Depending on a client’s goals, an estate plan may also include revocable living trusts, gift trusts, marital agreements, buy-sell agreements for closely held businesses, or other planning instruments. These tools can serve different purposes and are not appropriate for every individual or family.
Our attorneys discuss the potential benefits, limitations, and legal considerations associated with these planning options so clients can evaluate which documents may fit their circumstances.
Reviewing and Updating Your Estate Plan
Estate planning is not always a one-time event. Changes in family relationships, assets, business interests, tax law, or personal goals may create a reason to review existing documents. Periodic review can help determine whether an estate plan still reflects a client’s current wishes and circumstances.
Contact The Swain Law Firm
To learn more about estate planning services, call The Swain Law Firm at (713) 957-8932 or email tyler.swain@swainlawtexas.com to schedule a consultation.
Attorney advertising. This website provides general legal information and is not legal advice. Communication through this website does not create an attorney-client relationship. Please do not send confidential information unless and until an attorney-client relationship has been established. Prior results do not guarantee a similar outcome.
