Estate Planning Attorney in Schertz, TX

Protect Your Family’s Future with Sturdy Planning

When you pass away, your assets, wishes, and family don’t automatically get protected the way you’d choose if there’s no valid estate plan. It’s unfortunate to think about what will happen after you pass away, but it’s necessary. 

Estate planning is not just about legal documents—it’s about giving your family security and guidance for the years ahead. No matter your situation or interests in life that you’d like to safeguard, having any sort of estate plan can prevent confusion, conflict, and unnecessary expenses for your loved ones.

What Is Estate Planning?

Estate planning is the process of preparing for the management and transfer of your assets after death or in the event of incapacitation. A well-made estate plan can include:

• Wills

• Trusts

• Powers of attorney

• Advance healthcare directives

• Guardianship designations

• Business succession planning

• Tax and asset protection strategies

Estate planning is especially important for individuals in Schertz, since Texas law has specific rules for how property is distributed if someone dies without a plan. Without proper planning, your family may have to navigate probate court (an expensive and lengthy legal process), deal with unintended heirs, or face disputes over your assets.

Key Estate Planning Services We Offer

Wills

A will is known as the foundation of most estate plans. It allows you to:

• Decide who inherits your property

• Appoint an executor to manage your estate

• Name guardians for minor children

• Specify preferences for final arrangements

Trusts

Trusts are legal arrangements that can provide flexibility, asset protection, and long-term planning benefits. Common types include:

• Revocable Living Trusts – Allow you to manage assets during your lifetime and avoid probate after death.

• Irrevocable Trusts – Offer strong asset protection and potential tax or Medicaid planning advantages, though they cannot easily be changed.

• Special Needs Trusts – Protect assets for beneficiaries with disabilities without affecting their eligibility for government programs.

• Testamentary Trusts – Created in a will and activated after death, often used to manage inheritances for children or dependents.

Powers of Attorney and Advance Directives

Powers of attorney give a trusted person authority to make financial or medical decisions if you cannot act on your own. Advance healthcare directives clarify your wishes for medical care, reducing stress and uncertainty for your family.

Guardianship and Conservatorship

If you have minor children or a dependent adult, naming a guardian or conservator is critical. Without these designations, the court may decide who takes responsibility, which might not match your preferences.

Probate and Estate Administration

Even with a plan, some estates may require probate. Probate validates your will and oversees asset distribution. Without proper planning, families may face lengthy delays, higher costs, and potential conflicts.

We help executors and families:

• File wills for probate

• Handle creditor claims

• Transfer titles and deeds

• Distribute assets according to the will or Texas law

Business Succession Planning

For Schertz business owners, estate planning often includes preparing for the future of the company. A succession plan ensures continuity, protects employees, and preserves the business’s value. 

Tax and Asset Protection Strategies

While Texas does not have a state estate tax, the federal estate tax may affect high-value estates. Proper planning helps minimize tax exposure and safeguard family wealth. 

How You’ll Work With Us in Schertz

• Start With Your Goals – Every family’s situation is different. We begin by learning about your priorities, concerns, and financial picture so your plan reflects what matters most to you.

• Understand Your Options – We explain your choices in plain language, so you know exactly what each document or strategy can do for your family.

• Create a Plan That Fits You – Whether your focus is protecting your children, avoiding probate, or preserving your wealth, your plan is tailored to your circumstances and your wishes.

• Keep Your Plan Current – You’ll have guidance to update your plan as needed, keeping it effective and aligned with your goals.

Why Your Estate Planning Matters

Without a plan, your loved ones may face unnecessary stress, confusion, or extra costs. When you take the time to plan, you ensure your family has clear instructions, legal protections, and a well-made plan for the future. 

Take the Next Step

Estate planning can feel overwhelming, but you don’t have to figure it out alone. By creating a plan, you take control of your family’s future, protect your assets, and leave a lasting legacy. Reach out today to get started and make sure your wishes are clearly documented and protected.