Search Site
Menu
Estate Planning & Probate

Estate Planning

Comprehensive estate planning and effective use of wealth transfer vehicles, such as wills, trusts and ancillary documents, are some of the best investments you can make on behalf of your family to assure that their needs are met after you have passed away.

A will, also called a “Last Will and Testament,” is a legal instrument that allows you to specify how your property is to be distributed when you pass away. A trust is another estate planning vehicle allowing you to control your assets during life and after death. In a trust, property is held by one party (the trustee) for the benefit of another (the beneficiary).

Having a valid will and/or trust avoids many problems your family could face when you pass away without a plan. Both wills and trusts not only allow you to leave your assets to the people you desire, but also allow you to designate an executor, the person who you want to manage your estate, and to name a trustee, the person to manage property you leave to your minor children.

When thinking about “estate planning,” many people do not take into account any of the supplemental legal documents needed for a comprehensive estate plan. During life, unexpected events can be costly and embarrassing if the appropriate “ancillary” documents are not in place. Some of those documents include the following: Statutory Durable Power of Attorney for Financial Affairs, Power of Attorney for Medical Affairs, HIPAA Release, Healthcare Directive, Declaration of Guardian in Advance of Need, and Declaration of Guardian for Minor Children and Disposition of Remains. These ancillary documents, along with a valid will, and/or often a trust, complete an estate plan and achieve your objectives during your life, at your passing, and after death.

Let our estate planning attorneys ensure that you are taking appropriate steps to allow you and your family peace of mind when planning the disposition of assets and property that mean the most to you, including all appropriate ancillary documents for a complete comprehensive estate plan.

At The Strong Firm P.C., our estate planning attorneys will also ensure you have all the appropriate ancillary documents for a complete comprehensive estate plan.

Related Articles

Probate

When someone you love passes away, the precious soul that touched your life and enhanced its sense of purpose and meaning is no more. Not only must you grieve, but you must readjust emotionally and financially. Eventually, with the passage of time, you may find yourself needing the assistance of a probate attorney to help you handle the probate of your loved one’s estate.

Probate is the process of winding up a loved one’s personal and business affairs. Probate may be necessary whether your loved one had a Last Will and Testament or not. A Last Will and Testament does not eliminate the need for probate, but becomes the primary document used in the probate process. Once the decision is made that probate is necessary, the next step in the probate process is the administration or management and settlement of the estate.

In Texas, there are several different methods of administering an estate. Which type of probate procedure to use depends upon the size of the estate, the type of property involved, and whether your loved one passes away with or without a will. Your probate attorney will be able to advise you regarding the best proceedings for your situation. The most common type of probate procedure used in Texas is called an Independent Administration. Some alternative types of probate procedures include a Dependent Administration, Muniment of Title, Small Estate Affidavit, and a Proceeding to Determine Heirship.

No matter what type of probate procedure is needed, probate can be a complicated process during a difficult time in many peoples’ lives, but it does not have to be. The Strong Firm’s probate attorneys can help you understand, prepare for, and work through the process of handling your loved one’s estate.

 

Related Articles

 

The Strong Firm’s estate planning and probate attorneys provide full comprehensive estate planning and probate services, including the preparation of:

  • Last Will and Testament
  • Trusts
  • Supplemental Estate Planning Ancillary Documents
  • Business and Corporate Succession Planning
  • Advise on Marital Property Issues
  • Will Contests
  • Estate Administration (Probate)
  • Family Settlement Agreements
  • Lifetime Charitable Giving
  • Special Needs Trusts
  • Disability Planning
  • Gift, Estate and Generation-Skipping Transfer Tax Minimization

To discuss your legal issues and to determine how we can best represent you, contact The Strong Firm today by calling 281-367-1222.

Contact a Dedicated Texas Business Lawyer To Schedule a Consultation
Call 281-367-1222 or contact us online to schedule a meeting.

Strong In Action

  • Spring 2019

    The Strong Firm represents borrower in $42.3 million HUD construction loan for multifamily real estate development in Walton County, Florida.

    Read More
  • Spring 2019

    The Strong Firm acts as legal counsel for borrower in $32.1 million HUD construction loan for multifamily real estate development in Conroe, Texas.

    Read More
  • Spring 2019

    The Strong Firm aids borrower in $31.7 million HUD construction loan for multifamily real estate development in Nueces County, Texas.

    Read More
  • Spring 2019

    The Strong Firm represents borrower in the refinancing of a $3.57 million commercial mortgage-backed security for a commercial office facility in Montgomery County, Texas.

    Read More
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  • Peer Rated 2019 Award

Recent Blog Posts

2019 Legislative Update – Texas POA Laws

In odd numbered years, Texas property owners associations (POAs) must consider any new laws affecting POAs that became effective following the Texas legislative session earlier that year. For 2019, a few such laws recently went into effect specific to residential POAs (but excluding condominium associations). HOUSE BILL 234 – Protection of
Read More
2019 Legislative Update – Texas POA Laws

Wrapping Up a Decade: Meaningful New Year’s Resolutions

As 2019 comes to a close, it’s a good opportunity to reflect on what we’ve accomplished and make resolutions for what we hope to do in 2020. I have never been a fan of New Year’s resolutions as they often seem like short-term, immeasurable goals. Things like “I am going
Read More
Wrapping Up a Decade: Meaningful New Year’s Resolutions

Not Worth the Paper It’s Written On

We have all heard the saying that something is “not worth the paper it is written on.”  This is usually said about a contract that is unenforceable or even if enforceable, it may have no value because the party has no ability to pay or perform under the contract.  Many
Read More
Not Worth the Paper It’s Written On

“So…What Happens to My Bitcoin When I Die?” Modern Estate Planning for Digital Assets and Cryptocurrencies

Millennials have complicated everything. Socializing in person wasn’t enough, so they created Facebook. Dollars weren’t enough, so they created Bitcoin. Every new app, technology or cryptocurrency brings with it more uncertainty legal uncertainty around these digital assets. Are they currency? Are they property? Can they be gifted? Can they be
Read More
“So…What Happens to My Bitcoin When I Die?” Modern Estate Planning for Digital Assets and Cryptocurrencies
  • Video Vault


    Watch videos done by our legal team to gain a better understanding of your legal needs. Our lawyers give video insight into areas such as Real Estate, Business Law, Mergers & Acquisitions and much more.

Pay Retainer Online

Use our easy-to-use and secure online payment feature.
We accept all major credit cards.

Pay Your Retainer

Contact us

Quick Contact Form