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The Codispoti Estate Planning Blog

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Read more about the article Common Will Drafting Problems That Can Create Disputes Later

Common Will Drafting Problems That Can Create Disputes Later

  • Post author:Maxify
  • Post published:October 16, 2026
  • Post category:Wills and Trusts

Creating a will is an important step in deciding what should happen to your property, finances, and personal wishes after your death. However, simply having a will does not always…

Continue ReadingCommon Will Drafting Problems That Can Create Disputes Later
Read more about the article How Estate Planning And Business Succession Planning Work Together

How Estate Planning And Business Succession Planning Work Together

  • Post author:Maxify
  • Post published:October 7, 2026
  • Post category:Business Law/Estate Planning Basics

Building a successful business takes years of work, but protecting what you have built requires more than a strong business strategy. Your personal estate plan and business succession plan need…

Continue ReadingHow Estate Planning And Business Succession Planning Work Together
Read more about the article LLC vs Corporation: Which Business Structure Is Right for Your Texas Business?

LLC vs Corporation: Which Business Structure Is Right for Your Texas Business?

  • Post author:Maxify
  • Post published:September 15, 2026
  • Post category:Business Law

Protecting your wealth is not something you should think about only after a lawsuit, creditor claim, business dispute, or other financial problem appears. The best time to review your options…

Continue ReadingLLC vs Corporation: Which Business Structure Is Right for Your Texas Business?
Read more about the article The Power Of An Asset Protection Attorney: How To Safeguard Your Wealth Before Problems Arise

The Power Of An Asset Protection Attorney: How To Safeguard Your Wealth Before Problems Arise

  • Post author:Maxify
  • Post published:September 8, 2026
  • Post category:Asset Protection

Protecting wealth is not only about what you own today. It is also about planning for unexpected lawsuits, business disputes, creditor claims, property issues, and other financial risks that could…

Continue ReadingThe Power Of An Asset Protection Attorney: How To Safeguard Your Wealth Before Problems Arise
Read more about the article 7 Estate Planning Mistakes That Can Cost Your Family Thousands

7 Estate Planning Mistakes That Can Cost Your Family Thousands

  • Post author:Maxify
  • Post published:August 22, 2026
  • Post category:Estate Planning Basics

Planning for the future is one of the most thoughtful steps you can take to protect the people and assets that matter most. However, many families delay important decisions or…

Continue Reading7 Estate Planning Mistakes That Can Cost Your Family Thousands
Read more about the article Avoid These Costly Business Formation Mistakes That Can Lead To Future Lawsuits

Avoid These Costly Business Formation Mistakes That Can Lead To Future Lawsuits

  • Post author:Maxify
  • Post published:August 14, 2026
  • Post category:Business Law

Starting a business is an exciting step that brings new opportunities, but the decisions made during the early stages can influence the company’s future. Many business owners focus on growth,…

Continue ReadingAvoid These Costly Business Formation Mistakes That Can Lead To Future Lawsuits
Read more about the article When Probate Litigation Becomes Necessary: Common Estate Disputes Explained

When Probate Litigation Becomes Necessary: Common Estate Disputes Explained

  • Post author:Maxify
  • Post published:July 23, 2026
  • Post category:Wills and Trusts

Losing a loved one is never easy, and handling their estate can sometimes make an already emotional situation even more challenging. While many estates move through probate without major issues,…

Continue ReadingWhen Probate Litigation Becomes Necessary: Common Estate Disputes Explained
Read more about the article Asset Protection Trusts Explained: When Do You Need an Asset Protection Trust Attorney

Asset Protection Trusts Explained: When Do You Need an Asset Protection Trust Attorney

  • Post author:Maxify
  • Post published:July 4, 2026
  • Post category:Asset Protection

Planning for the future is about more than growing your wealth. It is also about protecting what you have worked hard to build. Whether you own a business, have valuable…

Continue ReadingAsset Protection Trusts Explained: When Do You Need an Asset Protection Trust Attorney
Read more about the article Who Would Care for Your Children If Something Happened to You?

Who Would Care for Your Children If Something Happened to You?

  • Post author:Shalini Codispoti
  • Post published:June 29, 2026
  • Post category:Estate Planning Basics

As parents, we spend our lives protecting our children. We childproof our homes, buckle them into car seats, research the best schools, and plan for their futures. But there's one…

Continue ReadingWho Would Care for Your Children If Something Happened to You?
Read more about the article Estate Trusts: Protecting Your Legacy and Beneficiaries

Estate Trusts: Protecting Your Legacy and Beneficiaries

  • Post author:Maxify
  • Post published:June 20, 2026
  • Post category:Estate Planning Basics

Planning for the future is one of the most meaningful steps you can take for your family. Estate trusts are valuable legal tools that help protect your assets, preserve your…

Continue ReadingEstate Trusts: Protecting Your Legacy and Beneficiaries
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LIMITED ENGAGEMENT LETTER AND TERMS OF ENGAGEMENT

It is my pleasure to represent your family for the limited purpose of nominating healthcare agents who will care for you in the event of a disability. By signing this engagement letter, you are acknowledging that our firm is representing you only for the limited purpose of legally nominating healthcare agents and for no other purpose. If you engage our firm for any additional matters, a new engagement letter must be executed.  

THE TEXAS DIRECTIVE TO PHYSICIAN AND FAMILY OR SURROGATES EXECUTED ON THIS DATE DOES NOT AVOID PROBATE, PROTECT YOUR CHILDREN’S INHERITANCE FROM THEIR CREDITORS OR PREDATORS, AND DOES NOT PROTECT YOUR ESTATE FROM ESTATE TAX.  

You acknowledge that I have advised you on (and you understand) the following:

WITHOUT FURTHER PLANNING, YOUR ASSETS WILL PASS ACCORDING TO TEXAS LAW AND WILL BE FREELY AVAILABLE TO YOUR CHILDREN WHEN THEY TURN 18 YEARS OLD. UPON YOUR DEATH OR DISABILITY, ANY ASSETS TITLED IN YOUR NAME WILL BE PROBATED BEFORE THEY ARE AVAILABLE TO YOUR HEIRS. PROBATE COSTS MONEY, IS TIME INTENSIVE PROCESS AND COMPLETELY OPEN TO THE PUBLIC.

This engagement is limited strictly to legal services related to your Texas Directive to Physicians and Family or Surrogates to care for you in the event of your incapacitation or disability. It is understood that you are not relying on my office for estate planning, business, investment, accounting, or valuation decisions, and that before relying on us for any such advice, we will execute a new engagement letter.  

If you are married or in a committed relationship and I am advising both you and your partner, by signing this engagement letter, you agree that you are waiving any conflicts that may exist now or in the future between the two of you.  

DISPUTES

By this document, the client and this office agree that any controversy or claim arising out of or relating to this contract or breach thereof, including but not limited to any dispute relating to services provided, attorney fees or expenses, shall be settled by arbitration administered in accordance with the Texas Arbitration Act and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

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