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Plano, Tx

Wills & Estate Planning

Estate planning is defined as the process of planning for the orderly administration and disposition of assets after the owner dies. While we are alive, we spend most of our time worrying about making a decent living. “Can we buy a new house? A new car? What about that trip I’ve always wanted to take?

Estate planning allows to plan for lifetime objectives and to offer direction about the disposition of assets after death. Estate planning can include wills as well as living trusts, durable/medical power of attorney. Our estate planners work with you and analyze what is most important to you & your family. Estate planners inform you of the many estate planning options & allow you to be in control of the decisions made. Our estate planning attorney can work on your planning to assure that your hard work results in the accumulation of assets that are protected from liabilities.

As the year’s pass, you find that you’ve built up an estate and have achieved the success you always wanted. But then, your focus starts shifting away from taking care of yourself, to making sure your loved ones will be cared for after you’re gone. That’s what estate planning is all about. Some traditional methods of estate planning include:

  • Wills
  • Living Trusts
  • Medical Power of Attorney
  • Trust Preparation and Revision
  • Gift Planning
  • Financial Power of Attorney
  • Directive to Physicians
  • Guardianship Planning
  • Disability Planning
  • Special Needs Trusts

Contact your Educators Advantage Group Advisor to get started.

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