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Estate Planning

Benefits of Estate Planning and Asset Protection

Proper estate planning is important because it affords you the ability to protect and secure your interests in the event of foreseeable and unforeseeable life changing issues. A common misconception about estate planning is that it is only for the ultra-wealthy and elite. Your particular life circumstances, age, level of wealth, or other factors do not preclude your ability to leverage the value and importance of proper estate planning. The bottom line is that almost all people should have an estate plan in place to protect their property and assets. Estate planning will also serve the critical role of distributing property and assets to family upon death, rather than have those assets disputed over, taxed at higher rates, or held up in the court systems.

Comprehensive estate planning involves an alliance with an attorney who has a full understanding of probate, trusts, retirement accounts, and government laws. An experienced estate planning attorney will do everything within the law to protect your interests and ensure your property is transitioned in the right way to the right beneficiary in the event of death, incapacity, or disability.

You can trust The Law Offices of Carol Bertsch, P.C. to help you navigate the legal maze of estate planning. Carol has helped countless individuals and couples facilitate estate planning. Whether you are in need of help with estate planning, Medicaid eligibility, guardianship, trust administration and fiduciary duties, or special needs planning, The Law Offices of Carol Bertsch, P.C. can help.

 

The Estate Planning Process

Estate planning begins with an analysis of your personal and family goals. Sit down with us and we will review your assets in detail. We will then generate a plan according to your priorities and desires. Your estate plan will likely include a will, trusts, a power of attorney, a medical directive, and a healthcare proxy. You may require multiple types of trusts to guard your assets from government entanglements. Perhaps you will desire a trust as a means of preventing your inheritance from being depleted by certain family members. We can handle these responsibilities so you can live without worry, knowing that your interests are served.

 

Safeguard What You Have Worked so Hard to Earn

The perfect estate plan will do more than protect the integrity of your assets in the years to come. It will also help in the management of your personal health care and financial requirements in a way that you prefer should you lose the ability to consciously manage them for yourself. In the end, you can trust our team to build a properly constructed estate plan that is personalized to your unique desires and needs. Additionally, our team will be at your call to answer questions and make any needed updates to accommodate changes in circumstances. Please call (210) 892-4555 to schedule an appointment.

 

Testimonials

Due to our inexperience with such matters, your advice and the help from your staff was greatly appreciated – thank you all.

Mark D.

Great help to me! Concise, knowledgeable, reassuring. Work done in timely manner – relaxed atmosphere and conversation.

Anonymous

Extremely satisfied.

John I.

I really appreciate you taking time to patiently answer all my questions.

Anonymous

Excellent service!

Daniel M.

Very helpful, courteous knowledgeable staff. Carol made completing dreaded tasks easy, thoughtful, and professional.

Anonymous

You all were great help in a confusing time and I really appreciate all your efforts.

Nancy H

We are happy with our dealings with you. Your knowledge and caring were greatly appreciated.

Bernadette Q

Everything was very professional. Thank you.

Mary C

We thought Carol and her staff were extremely professional and did an outstanding job.

Rick H

The one thing that was exceptional with the company was their thoughtfulness and consideration. That was very meaningful to me and my family.

Mario T

Your services were handled timely professionally, & friendly.

Scott D

I was very pleased with the services I received by Carol and her staff. Everyone was quite helpful and went over and beyond to make the process easy. I recommend her to anyone who needs legal assistance.

Lindy C

Each and every one of you are wonderful, attentive, knowledgeable, and helpful.

Ed V

You have been most helpful. I am completely satisfied

Daniel M

It was an absolute pleasure

Nancy M

Everyone was very accommodating and we both felt you gave us excellent attention.

Joe L

Your services were done in a timely manner and you were honest about your fees! It was a delight working with you on my behalf.

Ethel M.

Great service – thank you for your assistance.

Ruben F.

Everyone was helpful and kind.

Debbie C.

Carol (and team) Thank you for helping me plan my future during this difficult time in our lives. You took time to explain everything and that is truly appreciated.

Michelle H.

Services provided were very professional.

Bill C.

You have always taken excellent care of our affairs and know you will continue t do so in the future.

R. A. N.

Carol took the time to listen to my sister and I explain our situation and answered all our questions thoroughly.

Nancy D.

Everything was perfect and we so appreciate all the kind help Carol Bertsch gave us.

Crystal S.

Ms. Bertsch was a caring individual as well as a knowledgeable attorney. She brought comfort and peace to my mother.

Denise C.

You were always available when I had a question

Velda C.

In the short time we met you provided exceptional advice and follow-up with sincere care and concern.

Lori D.

Carol is the most compassionate and knowledgeable attorney I know

Julia M.

We were very happy with our experience at your office. Ms. Bertsch was exceptionally thoughtful & sensitive.

James L.
Phone: 210-892-4555
4950 San Pedro Avenue
San Antonio, Texas 78212