What Should You Include In Your Estate Plan?

Getting married. Becoming a parent. Starting a business. Buying property. Losing a parent.

Major life changes can give you a new perspective on the future. You know you need to figure out how to best protect your children, your spouse, your finances and your legacy. But how does everything fit together in an estate plan?

At Owens Law Firm, we help people plan for the future of their families and businesses. No two estate plans are exactly alike, and we use various estate planning tools to help clients protect what matters most to them. Common components of an estate plan often include:

  • A will that specifies who should receive the property included in your estate, including bank and investment accounts, real estate, insurance policies, artwork and other personal property
  • Designated guardianships for any minor children who may be living at the time of your death
  • Trusts that can protect assets and facilitate a smooth transfer of assets with no need to take them through probate
  • Powers of attorney and an advance health care directive spelling out your preferences in case you are unable to speak for yourself after an accident or near the end of your life
  • Funeral arrangements and how they should be paid for

Find The Plan That Fits

Our clients work directly with attorney Paul Owens to develop an estate plan that best meets their needs. Drawing on extensive experience in business and finance, we can advise you on the tax implications of your plan and ensure that your business interests are protected. If you already have a will or estate plan in place, we can help you make any necessary changes when your family or finances change.

Start Planning Today

It is never too early to start planning your estate. To schedule a free consultation with a lawyer, call us at 210-695-5110 or email us. From our Helotes offices, we work with clients in and around San Antonio, Texas.

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