Winters Law Firm

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Call Now For A Consultation

(512) 529-9085

Winters Law Firm

Why You Need a Local Estate Planning Attorney in Texas

  • By: Gerald Winters Esq., CPA
  • Published: August 7, 2023
Why You Need a Local Estate Planning Attorney in Texas

Have you recently moved to Texas and want to update your estate plan to reflect Texas laws?  Or have you decided to now begin estate planning? Or do you need to update your current Texas estate plan? Whatever your reason may be, choosing a local qualified estate planning attorney in Texas is an important decision. Your decision will ensure that your wishes are carried out and your assets are protected in accordance with Texas laws. Below we we would like to share with you some suggestions you may use to help you choose a qualified Texas estate planning attorney:

  • Be sure to research a number of local estate planning attorneys: Look for attorneys who live in your area and specialize in estate planning and have experience practicing in Texas. Check their websites and read reviews from previous clients.
  • Be sure to research and check their qualifications: Make sure the attorney you are considering is licensed to practice law in Texas and has the necessary qualifications to handle your estate planning needs.
  • Be sure to ask for referrals: We encourage you to ask friends, family, and other professionals for referrals to Texas estate planning attorneys in your area.
  • Be sure to schedule a consultation before hiring: Schedule a consultation with the attorney to discuss your estate planning needs and to determine if he is a good fit for you.
  • Be sure to consider his communication style and approach: It is important that you feel comfortable communicating with the attorney and that you trust his approach.
  • Be sure to check the fees: Make sure you understand the attorney’s fees and that they are in line with your budget.

By following these suggestions and taking the time to find the right attorney, you can ensure that your estate planning needs are met and that your assets are protected in accordance with Texas laws. In addition, by hiring a qualified Texas estate planning attorney you know that your wishes will be carried out and your assets will be protected. We have additional reasons why you should consider hiring a qualified Texas estate planning attorney:

  • They have legal expertise: A Texas estate planning attorney has the knowledge and expertise to help you navigate the legal complexities of estate planning, including creating and implementing a will, trusts, and other estate planning documents.
  • They can tailor your estate plan to your specific needs: A Texas estate planning attorney can help you create a plan that is tailored to your specific needs and goals, taking into account your assets, family situation, and other factors.
  • They can minimize taxes and probate costs: A Texas estate planning attorney can help you minimize taxes and probate costs by implementing strategies that take advantage of laws and exemptions that may apply to your situation.
  • They can help in avoiding disputes among beneficiaries: A Texas estate planning attorney can help you avoid disputes among your beneficiaries by clearly outlining your wishes and providing for contingencies.
  • They can comply with state laws: Estate planning laws vary state by state, and a Texas estate planning attorney will be familiar with the laws and regulations of Texas.  In fact, you can be confident that your Texas estate planning documents are legally valid and enforceable, and that they will stand up in court.
  • They can review and update your plan: A Texas estate planning attorney will review your plan periodically and update it as necessary, taking into account any changes in your assets, family situation, or the law.

Overall, hiring a qualified Texas estate planning attorney can give you peace of mind, knowing that your wishes will be carried out and your assets will be protected in accordance with Texas laws.

We know this blog may raise more questions than it answers and we want to answer them. We strive to bring families closer and make businesses stronger through legal planning. Attorney Gerald Winters is proud to serve the community of Round Rock, Texas, and the Greater Austin area in Estate Planning, Probate and Estate Administration, Elder Law, Business Consulting, and Tax Planning. Whether you run a small business or a nonprofit or are an individual looking to improve your financial security, Gerald Winters is here to help you create a customized plan for your future, contact me today to see how I can help you.

Gerald Winter, Esq.

Call Now For A Consultation
(512) 529-9085