SERVICES

ESTATE PLANNING

Don't let the word "estate" put you off. No matter how much or how little money you have, everyone needs to plan for the future. Estate planning makes sure you and your family are prepared if you lose your ability to handle your financial or medical decisions. Estate planning also means the people who care about you are prepared to take care of your affairs when you can't.
What is Estate Planning? Word Document

ADVANCE DIRECTIVES

Think of advance directive as life on your own terms. You make the decisions now on what you want to happen and document them so your loved ones don't have to make difficult choices on your care when the time comes. It is critical that you talk with your family and health providers to decide what is right for you and then put it in writing.
Advance Directives 101 Powerpoint Presentation
Advance Directives 101 Word Document

POWERS OF ATTORNEY

A Power of Attorney ("POA") delegates legal authority from one person to another to make medical, legal, financial, or property decisions on your behalf. You can decide the level of authority you wish to grant. A POA is primarily used to help you if you become sick or disabled. There are many kids of POAs and we work with you to find the best for your needs.
What is the difference between Powers of Attorney and Guardianship? Powerpoint Presentation
What is the difference between Powers of Attorney and Guardianship? Word Document

SPECIAL NEEDS TRUST

A Special Needs Trust is designed to allow a disabled beneficiary to receive funds, gifts or other settlements and not endanger their eligibility for other public benefits. This form of a trust is not designed to provide basic support but help with comforts that are not eligible for payment by public assistance funds. We will work with you to evaluate the value of special needs trust and how best it works for your and your beneficiaries.
Special Needs Trust Powerpoint Presentation
Special Needs Trust Word Document

Medicaid and Public Benefits 

No doubt about it, the maze of public benefits is complicated and finding your way through the twists and turns can be overwhelming particularly for seniors.  We will help you work your way through Medicaid and other public programs to secure the needed benefits you are entitled to receive.
Quick Reference: Texas Medicaid Financial Requirements 2008
Quick Reference: Social Security Disability Benefits 2008

Probate

You've collected a lifetime of memories and possessions - probate lets you decide exactly who gets what from you when you pass on. This court procedure is a lot less painful for those left behind‚ they know what you want done and how it should be handled.
Probate Powerpoint Presentation (Coming Soon)
Probate Word Document (Coming Soon)

Guardianship

Consider a guardianship legal protection set by the court system for someone who is mentally incapacitated.  Guardianships are established for adults who have lost their ability to manager their own affairs due to illness, stroke or other conditions.
What is the difference between Powers of Attorney and Guardianship? Powerpoint Presentation
What is the difference between Powers of Attorney and Guardianship? Word Document