Rosenberg Estate Planning Attorney

Planning for the future?

Your family’s security is of the utmost importance when considering what will happen after you are gone. Sure, it is not the most enjoyable thing to think about, but making a plan will ensure your wishes are carried out when you can no longer speak for yourself. A Rosenberg estate planning attorney at Your Legacy Legal Care is ready to address your unique needs regarding estate planning strategy. We will make sure you gain some peace of mind. Give us a call or schedule a complimentary strategy session. Our estate planning lawyers will walk you through the complex estate planning process—one step at a time.

Rosenberg Estate Planning Attorney Services

Probate

Probate court refers to the legal process that occurs upon the death of an individual. The probate court reviews the person’s estate, and the judge examines any estate planning documents—like wills—that exist for the decedent. During the process, an executor is named, creditors of the estate are paid, and assets are distributed to the beneficiaries of the estate. The probate process can often be costly, lengthy, and stressful for the loved ones of the deceased. A probate lawyer can help mitigate any issues and ensure everything goes smoothly.

Wills

A last will and testament is among the most common estate planning documents included in estate plans. It is a legal document signed by you and witnesses, and it outlines wishes for estates. A will can consist of various things, including how you want your asset distribution to be handled, the names of your beneficiaries, and even who will care for your minor children or dependents. An experienced estate planning lawyer can help you draft a will that is legally binding and effective for carrying out your wishes.

Trusts

Living trusts are another popular estate planning tool, and they essentially set aside certain assets from your estate with a third party known as a “trustee.” The assets or property that are put into a trust are often protected from creditors and probate when the time comes for your estate to be settled. This means your beneficiaries will receive those assets quickly and privately. A trust attorney can help you decide which type of trust is best for your needs—whether it is a revocable trust or an irrevocable trust—and set up your trust document for you.

Special Needs Planning

When you have a child or loved one with a disability, there are a lot of considerations when planning for the future. If something were to happen to you, you want your loved one to be safe and cared for. Special needs planning uses estate planning tools—like special needs trusts—to ensure your loved one has the funds they need without losing crucial government benefits.

Long-term Care Planning

As we get older, we start to need constant care. Since our loved ones can not necessarily provide that care for us, long-term care facilities become needed. These facilities are expensive, though, and could easily make you and your loved ones go broke trying to ensure you are taken care of. Long-term care planning uses estate planning strategies and tools like Medicaid planning and trusts to protect your assets and ensure you qualify for the long-term care assistance you need as you age.

Estate Planning Resources in Rosenberg, TX

Planning your estate is necessary for ensuring your wishes are carried out when you can’t speak for yourself anymore. Estate planning matters are complex, but you do not have to walk the road alone. Here are some helpful estate planning resources available to you in Rosenberg, TX, and Fort Bend County to help you through the process.

Jeffrey C. McClellan, CPA

Taxes are no joke, and tax consequences can be a heavy weight for your loved ones to bear when you pass on. Jeffrey C. McClellan, CPA is a highly-rated tax accountant in Rosenberg, TX, that can possibly help get your income taxes, business taxes, and estate taxes where you need them to be. That way your family’s tax burden can be lifted.

Jeffrey C. McClellan, CPA
830 3rd St. #205
Rosenberg, TX 77471
(281) 725-6085

Edward Jones – Financial Advisor: Carly M Voyles

You want your money to work not just for you but for future generations as well. That is why taking advantage of wealth management services is so important. Edward Jones – Financial Advisor: Carly M Voyles can potentially help with your financial goals.

Edward Jones – Financial Advisor: Carly M Voyles
24701 Southwest Fwy., Suite 300
Rosenberg, TX 77471
(281) 238-9599

Fort Bend Central Appraisal District

Amid a fluctuating and unpredictable real estate market, it is hard to know exactly what the value of your property is. The Fort Bend Central Appraisal District assists with information about the appraisal process, timeline, and other resources so that you can move forward with an appropriate estate planning strategy.

Fort Bend Central Appraisal District
2801 B F Terry Blvd.
Rosenberg, TX 77471
(281) 344-8623

Experienced TX Attorney Serving Rosenberg and Surrounding Areas

Arguably the most valuable estate planning resource available is your Texas attorney. Your Legacy Legal Care is an experienced law firm that can provide a trusted TX attorney who will find the best plan for your unique situation.

We know the ins and outs of Texas estate planning law, and we offer services in the following related practice areas:

FAQ: Rosenberg Estate Planning

What assets should be considered in estate planning?

Savings account and checking account balances
Retirement plans
Investment accounts
Stocks, bonds, and mutual funds
Life insurance benefits
Cryptocurrency and other digital assets
Real estate equity
Business investments

What are some common estate planning mistakes?
Among the many mistakes made in improper estate planning, the most common tend to be:

Not having a will or estate plan in place at all
Lack of healthcare and disability planning
Forgetting about digital assets
Not keeping an estate plan up-to-date

The good news is that all of the legal issues that result from these mistakes in estate planning matters can be avoided when you enlist the help of a thorough TX estate planning attorney from a trusted law firm.

What are the five components of estate planning?
Among the various estate planning documents available out there, here are the five most important ones to focus on:

A last will and testament makes your wishes known in the form of a signed legal document, avoiding legal issues and ruined family dynamics due to disputes.
A living trust can protect your assets from creditors and probate.
A statutory durable power of attorney designates someone you trust to handle your financial affairs when you can no longer.
A medical power of attorney designates someone you trust to make medical decisions based on the terms you have outlined.
Advanced healthcare directives outline your wishes regarding end-of-life medical decisions and how you want your healthcare handled when you can no longer speak for yourself.

Contact a Knowledgeable Rosenberg Estate Planning Attorney

Everyone loves to plan for the joys of the future, but it is not as pleasant to plan for when you are gone. Even so, having an estate plan can bring you and your loved ones some much-needed peace of mind, and Your Legacy Legal Care can help. Our law firm is experienced in Texas estate planning law and is committed to giving quality legal counsel on a broad range of estate planning services. Our attorneys will advocate for you and what you want to occur when you pass on or become incapacitated. If you need estate planning services in Rosenberg, let an experienced TX Estate Planning Attorney at Your Legacy Legal Care walk you through the process with a strategy session.

You can give us a call or visit one of our offices in person:

Rosenberg Estate Planning Attorney