Trusted San Antonio Estate Planning Attorneys

Even though estate planning can seem like a complex task and one that many people like to put off or not even think about, a well-thought out plan can bring you great peace of mind and have a long lasting impact on your family’s future.

Don’t make the mistake of thinking that estate planning is only for the rich. Estate planning is for everyone and is a critical step in making sure that your assets are distributed in a way that you want them to be after you are gone. Estate planning also ensures that your wishes are known for how you want to be cared for when you are no longer able to care for yourself.

While some of these things aren’t much fun to think about, if you can approach them in a logical and informed manner, you will feel much more confident in your decisions and you will avoid a great deal of turmoil and anxiety down the road. Allen & Roig, LLP are estate planning attorneys in San Antonio who will help guide you through the estate planning and the creation of fundamental estate planning documents. Our attorneys are experienced in working with clients to inform them about the variety of options and the implications of each as it relates to addressing their specific needs. You will make all the decisions, but we will help you communicate your wishes clearly, minimize tax ramifications, and avoid mistakes. Just as important and critical to your evolving needs, we will also always be available to work with you to make adjustments as your circumstances and wishes change.

San Antonio estate planning attorneys

Estate Planning Services

Allen & Roig, LLP offers all aspects of estate planning. Our services include:

  • Probate & Estate Administration
  • Wills & Living Wills
  • Trusts
  • Guardianship
  • Asset Protection & Planning
  • Tax Planning & Preparation

Without an estate plan, the courts will often decide who manages your estate, who will get your assets, and even who cares for your children. Estate planning ensures that your assets go to the beneficiaries you intend them to go to and that your end of life wishes are respected and carried out. Our firm will prepare all of the documents you will need which include the following:

  • Will – stating how your assets will be dispersed and naming your executor
  • Durable power of attorney – naming someone to take care of your finances if it’s ever necessary
  • Living will – a directive to physicians and family or surrogates to spell out your end-of-life wishes
  • Medical power of attorney – naming someone to make sure your health care wishes are honored

Estate Planning Issues

You may have never even considered some of the “what if” scenarios should you pass away before you have had a chance to do proper planning. From the survivors’ perspective, it’s important that your loved ones know your intentions and plans so they don’t make decisions based on erroneous ideas of what they think you would have wanted. Without an adequate and updated plan, the amount you leave behind might be reduced, and much uncertainty and conflict can be created for your survivors during what will already be a very difficult time.

Consider these scenarios, how they might relate to your particular situation, and what your wishes would be:

  • Protecting Families With Young Children Or Blended Families
  • Avoiding the Time and Expense Of Probate
  • Choosing Your Personal Representative (executor)
  • Keeping Assets in Your Family if Your Spouse Remarries
  • Protecting Assets from Future Creditors
  • Eliminating Family Conflict
  • Avoiding a Guardianship Upon Incapacity
  • Directing Your Family and Physicians How To Make Health Care Decisions

While you may believe these situations may or may not ever apply to you, it is important that you understand and consider some of the complexities that might remain for your family should you not properly plan.

San Antonio estate planning lawyers

Financial and Personal Benefits

When it comes to estate planning, there are significant financial and personal benefits to being proactive and meeting with San Antonio estate planning attorneys. You will determine how you want your personal, medical and financial affairs handled, and the firm of Allen & Roig, LLP will counsel you and prepare the proper documents to do so.

With proper planning, your loved ones will avoid many legal hassles because you will be giving them the right tools to take care of your wishes as you would want them to. You will not be leaving behind bewildered family members to try to sort out your affairs, and you can save a significant amount of your wealth with the proper tax planning.

Call the Preeminent San Antonio Estate Planning Attorneys

Call Allen & Roig, LLP today for thorough, informed estate planning. Your peace of mind, security and the future of your family are important to us. We will ensure that you are well-informed and confident about the preparations and choices you make. Call (210) 377-2529 Today!