Ghosts and haunted houses are fun for Halloween.
Probate? Not so much.
Your will tells everyone what you wanted, but a will alone does not necessarily keep your family out of probate. If something happened to you, would the people you love know who can act, what steps to take, and how to access the assets you left behind?
Probate can mean months of waiting, added expenses, and uncertainty at a time when your family is already grieving. A coordinated estate plan can help reduce confusion and give your loved ones a clearer path forward.
I’m offering a special gift to the first five families who schedule a Life & Legacy Planning® Session during during October.
Schedule before October 30, and you’ll receive a $100 Kroger gift card to stock up on Halloween candy or just feed the little ghouls and goblins in your house.
I’ll also waive the standard $750 Life & Legacy Planning Session fee, bringing the total value of this special offer to $850.*
It’s an educational experience designed to shine a light on what would actually happen to your family and assets when you die.
We’ll review what you already have in place to protect your assets and the people you care about. No plan yet? We’ll walk you through the default plan Texas law has waiting in the shadows. And here’s the potentially scary part: that plan may not reflect your wishes or even include your partner or chosen family.
If you’d rather not leave important decisions about your family, finances, and future to strangers in a courtroom, we’ll help you create a plan that reflects your values and clearly communicates your wishes if you become temporarily or permanently incapacitated or die.
During your Life & Legacy Planning® Session, you’ll discover:
The Godparent Myth
Choosing godparents doesn’t legally name them as guardians. Learn how to properly document your wishes so the people you choose can care for your children.
What Could Be Lurking in Your Current Plan
Learn how thoughtful planning can protect the inheritance you leave behind and help prevent unexpected complications for the people you love.
How to Keep Your Legacy Alive
Explore strategies for preserving your wealth and passing it to future generations according to your wishes.
How to Keep Your Family Out of Court
Understand how a comprehensive estate plan can help your loved ones avoid unnecessary court involvement, delays, expenses, and conflict.
Schedule today! Because the only thing that should be haunting your family this Halloween is the plastic skeleton you forgot to take down from the front porch.
Contact Us or call 972-768-2515 to schedule your Life & Legacy Planning® Session before October 30.