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Houston Estate Planning Attorney - houston-probate-law.com

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Ensure your estate's future with a trusted Houston Estate Planning Attorney. Visit for expert guidance on securing your legacy. – PowerPoint PPT presentation

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Title: Houston Estate Planning Attorney - houston-probate-law.com


1
Houston Estate Planning Attorney
  • https//houston-probate-law.com

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Estate planning is the process of organizing and
managing your assets and affairs to ensure that
your wishes are carried out during your lifetime
and after your passing. Here are some key points
on estate planning
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1. Defining Your Goals
  • Estate planning begins with identifying your
    financial and personal objectives, which may
    include providing for your family, minimizing
    taxes, or supporting charitable causes.

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2. Asset Inventory
  • Compile a comprehensive list of your assets,
    including real estate, investments, bank
    accounts, life insurance policies, retirement
    accounts, and personal belongings.

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3. Will and Trust
  • Creating a valid will or trust is a fundamental
    part of estate planning. A will outlines how you
    want your assets distributed, while a trust can
    provide added control, privacy, and efficiency in
    asset transfer.

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4. Beneficiary Designations
  • Review and update beneficiary designations on
    financial accounts, life insurance policies, and
    retirement accounts. These designations can
    override the instructions in your will or trust.

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5. Power of Attorney
  • Designate someone to act on your behalf in
    financial and legal matters in case you become
    incapacitated through a durable power of attorney.

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6. Healthcare Directives
  • Prepare advance healthcare directives, such as a
    healthcare power of attorney and living will, to
    specify your medical preferences and designate
    someone to make healthcare decisions on your
    behalf.

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7. Guardianship for Minors
  • If you have minor children, appoint a guardian in
    your will to ensure they are cared for according
    to your wishes in the event of your passing.

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8. Asset Protection
  • Implement strategies to protect your assets from
    creditors, including trusts, insurance, and
    gifting strategies.

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Ensure your estate's future with a trusted
Houston Estate Planning Attorney. Visit
https//houston-probate-law.com/estate-planning
for expert guidance on securing your legacy.
14
Contact Us
Houston Offices 6671 Southwest Freeway, Suite
490-A Houston, Texas 77074 Opening Hours Monday
Friday 900 AM 500 PMBy Appointment
Only Phone Number 281-857-6886
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