Common Estate Planning Mistakes & How You Can Avoid Them!

15 Mistakes That Can Cost Your Family A Lot!

It is my goal to protect Senior Citizens throughout Texas from making the mistakes I discuss in this publication.

Download and read this book today to learn how to avoid the expense, delay, and hassle of Probate and prevent the loss of your home from Nursing Home claims.

Texas Estate Planning Basics

If you are like a lot of people, you have a nagging feeling that you need to create an estate plan. But, you may have avoided it because you think it is too difficult or too expensive to do. Perhaps, you do not know where to start or do not know whether you even need an estate plan. This book covers the essential information you need to know about estate planning in Texas.

Estate Planning & Asset Protection Planning Class

For more than 50 years, Continuing Education at McLennan Community College has changed the lives of students and the community by connecting them with MCC resources and engaging diverse populations with innovative, quality lifelong learning opportunities.

Join me for this important six-hour class for people age 55 and older. My Senior Legal Assistant, Gary Hill, and I will cover the common estate planning mistakes and other critical topics.  We include an in-depth discussion of advanced Medicaid planning techniques that emphasize avoiding the Texas Medicaid Estate Recovery Program (MERP).

This class meets three times a year.  Registration is currently open for our June 2019 class.  The class meets from 5:30-7:30 pm on three consecutive Monday evenings, June 3, 10, and 17, 2019.

Each person who registers for this class may bring a spouse or guest with them.

Practice Areas

My practice focuses exclusively on estate planning. But, it’s essential to understand that estate planning is about a lot more than money. It is about people. It is about you, your spouse, your children, your grandchildren, your favorite family members, and your close friends.

Estate planning is living planning. It is using your resources to create an environment for yourself and your family that will extend beyond your life. It is the ability to share your success with your loved ones. Estate planning is your opportunity to control your success both during your life and on your death. It is a process that begins during your life and continues far after your death.

When I ask my clients about their primary concerns with estate planning, I hear many similar responses. The most common response goes something like this:

“I want to give my property to whom I want, in exactly the way I want, and I want them to get it when I want them to get it. I want my resources to be used for my care without legal hassles for me or my family. After I die, I don’t want my family tied up in a lot of legal red tape that prevents my wishes from being followed and I don’t want my family to spend a lot of money on lawyers and courts.”

These client concerns are legitimate concerns that cannot be dealt with using a one size fits all cookie cutter approach to estate planning. Planning with these concerns in mind recognizes that you are a unique individual so your estate plan must be tailor-fit to your unique situation.

Creating a custom estate plan that provides for your lifelong care while preserving a legacy for your family is not a difficult or expensive process. But, it does require your immediate attention.  Contact my office to schedule an appointment to talk about your unique estate planning needs. There is no cost or obligation to discuss your situation. My Senior Legal Assistant can even meet with you in your home if that’s more convenient for you.

Please fill out the contact form below for a consultation.  We will contact you within 24 hours.

2 + 10 =

Office Location

7215 Bosque Blvd.
Suite 139
Waco, Texas 76710
(254) 230-0843

Get Directions