Estate Planning in San Antonio, TX
Do You Have Your Affairs in Order?
Oftentimes, people think that estate planning is only for the wealthy, but this simply isn’t true. Everyone needs to plan ahead.
We can sit down with you and discuss your circumstances to determine exactly what documents you need. You may just need a simple will. On the other hand, you may have a more complicated situation where you are planning for a beneficiary who is on Medicaid or SSI, and a trust may be more suitable for your family.
Why do I need a will—won’t everything go to my spouse when I die anyway? Don’t count on it! If you die without a will, Texas has a cookie-cutter formula that distributes your assets upon your death. Going through probate without a will can be confusing, expensive, and emotional.
Bertsch & Boze Elder Law, PC., can help you put a will or a trust in place to ensure your assets transfer to the people of your choosing upon your death.
Not only is death part of life, but unfortunately, so is sickness and incapacity. Many of us will get sick and lose the ability to make decisions for ourselves before we die. We can help you put a good estate plan together that includes powers of attorney for medical and financial decisions.
This will make things easier for you and your family because doctors and banks will know who to talk to when a crisis arises.
Ensure Your Legacy with Expert Estate Planning in San Antonio, TX
Planning for the future is paramount, and at Bertsch & Boze Elder Law, PC., we specialize in comprehensive estate planning services to safeguard your legacy and honor your wishes. With over 27 years of experience and a Certified Elder Law Attorney (CELA) leading the way, we're committed to delivering personalized solutions tailored to your unique needs.
Contact us today to schedule a consultation and let's discuss how we can help you.
What Our Estate Package Entails
At Bertsch & Boze Elder Law, PC., we offer comprehensive estate planning packages tailored to meet your specific needs. Our packages may include the following essential documents
- Will: A Will outlines how your assets and liabilities will be distributed upon your death. It appoints an Independent Executor and alternates to serve with minimal court supervision. Probate, the legal process of proving the will, settling the estate, and distributing assets, is also addressed.
- Trust: Trusts facilitate asset management and distribution during your lifetime and after your death. While not necessary for everyone, Trusts can benefit those with property in multiple states or planning for loved ones with special needs. Trusts may also help individuals avoid probate.
- Statutory Durable Power of Attorney: This document grants someone the authority to manage your financial affairs immediately upon signing, even in the event of disability. The authority conferred by a power of attorney ceases upon death.
- Designation of Guardian in the Event of Later Need: Allows you to designate a guardian in advance and disqualify certain individuals from serving as your guardian.
- Medical Power of Attorney: Designates someone to make healthcare decisions on your behalf if you're unable to do so. This document becomes effective only when you're incapacitated.
- Directive to Physicians: Also known as a Living Will, this document allows you to specify whether you want artificial measures used to sustain life when near death
Ensure your affairs are in order and your wishes are upheld. Contact us to explore our estate planning packages today.
Recognizing the Need for Professional Estate Planning
Identifying the right time to seek professional help for estate planning can be daunting. Here are some indicators that it may be time to reach out:
- You possess assets you wish to protect and distribute according to your wishes.
- Loved ones with special needs or unique circumstances necessitate careful planning.
- Property ownership spans multiple states.
If any of these situations resonate with you, it's time to consult a professional. Let us assist you in navigating the complexities of estate planning.
The Benefits of Professional Estate Planning
Opting for professional estate planning services offers several advantages:
- Assurance that all documents will be meticulously prepared.
- Access to innovative legal strategies and tailored solutions.
- Peace of mind knowing your estate is in capable hands.
Don't leave your legacy to chance. Reach out to us today to commence planning for the future.
Addressing Changing Family Dynamics
Life circumstances evolve, and your estate plan should reflect those changes. Divorce, remarriage, or the arrival of grandchildren can significantly impact how you want your assets distributed. Our team provides compassionate guidance to help you adapt your estate plan to new stages of life while preserving family harmony.
Planning for Business Owners
If you own a business, your estate plan must go beyond standard documents. Succession planning, buy-sell agreements, and provisions for business continuity are crucial for protecting your company’s future. We work with business owners who need estate planning in San Antonio, TX, and the surrounding areas to build strategies that safeguard both personal and professional assets. With thoughtful planning, you can ensure your business thrives long after you are gone.
Planning for Charitable Giving
Many clients wish to include charitable contributions in their estate plans. Whether through a simple bequest in a will or establishing a charitable trust, these gifts allow your values to live on and benefit causes close to your heart. We assist clients with estate planning in San Antonio, TX, and beyond in structuring charitable giving that maximizes both the impact of their contributions and the potential tax benefits for their estate.
Avoiding Family Conflict
Inheritance disputes can cause lasting rifts within families. Our attorneys take the time to understand your family dynamics and craft customized solutions designed to reduce conflict. With our support, families who choose estate planning in San Antonio, TX, gain peace of mind knowing their loved ones are protected from unnecessary legal disputes.
Tailored Guidance for Every Stage of Life
Estate Planning in San Antonio, TX, isn’t only for those approaching retirement. Young families can benefit from appointing guardians for children, while middle-aged adults may prioritize protecting real estate or investments. Seniors often focus on long-term care planning and ensuring their medical wishes are honored.
Building Confidence in Your Future
Working with experienced professionals gives you the confidence that your wishes will be respected and your loved ones cared for. Estate Planning in San Antonio, TX, offers a way to secure your future while easing the burden on your family. By partnering with The Law Offices of Carol Bertsch, PC, you gain more than legal documents—you gain a trusted ally dedicated to protecting your legacy.
Why Choose Bertsch & Boze Elder Law, PC.?
Our firm distinguishes itself in numerous ways. Lead attorney Carol Bertsch is a CELA with over 27 years of experience and is dedicated to volunteering for the Alzheimer's Association.
As South Texas Adult Protective Services Community Board members, we're deeply rooted in the community. Offering home visits and prompt responses to inquiries, we prioritize serving you and the San Antonio community.
Get in Touch Today for Estate Planning San Antonio, TX Can Rely On
Don't delay securing your legacy. Contact Bertsch & Boze Elder Law, PC. today. Whether you prefer to call or reach out online, we're prepared to assist you with your estate planning needs. Let us help you safeguard your future and that of your loved ones.
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Bertsch & Boze Elder Law, PC.
Located in San Antonio, Texas, Bertsch & Boze Elder Law, PC specializes in long-term care planning and estate planning. Inquiries replied to within 24 hours. Call today.
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