If you’re like most of my readers and potential clients, you have a nagging feeling that you need to create a document that says what you want to do with your “stuff” when you’re gone. You may be avoiding the issue because you think it’s too difficult or too expensive. Maybe you don’t know where to start, or you think you don’t have an estate, so there’s nothing to plan around.
Do You Need an Estate Plan?
You have an estate that needs protecting during your lifetime and following your death if any of the following situations apply to you:
- You have a spouse and/or children
- You own a home
- You have other property and assets that are important to you
- You have life insurance
- You have retirement benefits
- You Need to Plan for a Long Life
Most of you will not pay a dime of federal death taxes. But, many of you will live long enough to need assistance in your later years. With modern medical advances, people are living longer. The longer you live, the higher the probability that you will contract an “old age” disease like Alzheimer’s, dementia, or Parkinson’s. Proper estate planning is about using your assets, however modest they may be, to care for yourself in your later years and to care for your family after you’re gone.
It’s All About Education
I help people get their legal lives in order and protect their assets. One of the biggest problems I encounter in my consultations with people is the incredible amount of misinformation, half-truths, and estate planning myths masquerading as truth. I find myself battling against incorrect information daily. That’s why I devote a significant amount of my time to educating Seniors on Texas Estate Planning issues. You are welcome to download my books and attend one of my free seminars to learn the truth about Texas Estate Planning.
When I’m not in the office helping clients or teaching seminars, I teach Business Law and Hospitality Law at McLennan Community College (MCC) in Waco, Texas. MCC also offers an extensive selection of Continuing Education Classes to the public each semester. I teach a six-hour class Estate Planning and Asset Protection Planning for Seniors as part of the Continuing Education program. The next course is on June 3-17, 2019. You can register online.
I suppose every bio page should include some educational information so here’s mine. I have two Bachelor’s Degrees, one from Dallas Bible College in 1983 and the other from Criswell College in 1987. Between those two degrees, I did work on a Master’s of Theology Degree (Th.M.) at Dallas Theological Seminary. I left Dallas Seminary in 1987 to pursue a career in law, graduating from the University of Houston Law Center in 1989. (Yes, there is a story there, but it’s way too long for this space. Feel free to ask me about it when you’re in the office or have me on the phone). I received my license to practice law in Texas on May 4, 1990. I did return to my Theological Studies, completing a Master’s of Theology Degree (M.Th.) in December 2018 at Campbellsville University School of Theology.
Schedule a Free Seminar
If you would like to schedule a free Estate Planning Seminar for your church, Senior Center, Civic Club, or other organization, please call me at (254) 230-0843 or email me at firstname.lastname@example.org.
You can also complete the form below, and someone will contact you within 24 hours.