Common Will Drafting Problems That Can Create Disputes Later
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…
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…
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…
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…
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…
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…
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,…
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,…
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…
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…
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…
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.