Estate Planning in San Antonio, TX
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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. The Law Offices of Carol Bertsch, 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 The Law Offices of Carol Bertsch, 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 The Law Offices of Carol Bertsch, 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.
Why Choose The Law Offices of Carol Bertsch, 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
Don't delay securing your legacy. Contact The Law Offices of Carol Bertsch, 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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The Law Offices of Carol Bertsch, PC
Located in San Antonio, Texas, The Law Offices of Carol Bertsch, PC specializes in long-term care planning and estate planning. Inquiries replied to within 24 hours. Call today.
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