Protect Your Future: Estate Planning Can Start Today
You might be just starting out, or you may have a family and are established in your career. Or, you may be considering retirement and long-term care. No matter what stage of life you are in, I can help protect your future.
Estate planning is the process in which individuals arrange the transfer and preservation of assets in the event of their incapacity or death. Comprehensive estate planning will ensure that an individual’s physical person and property will be managed properly if an unforeseeable or inevitable event occurs. If you own a business, my experience in business law matters can help you manage what happens to your company, which is often a valuable asset.
I am estate planning attorney Casey Cook, and at My Texas Estate Plan, PLLC, in Tyler, I help adults of all ages start or update their estate plans. While it may sound overwhelming, my excellent staff and I will make the process as easy as possible for you. Together, we are dedicated to working with you to create a plan that protects your family and your future financially and legally.
Putting The Pieces Together
There are a number of legal documents we use as appropriate for each client. When I have discussed your goals and assets with you, I will recommend some or all of the following documents:
- Trust: A trust is an estate planning instrument used to hold assets on behalf of a beneficiary or beneficiaries. A properly drafted trust allows the estate to avoid any costs associated with probate.
- Last will and testament: A last will and testament is an estate planning tool used to designate a representative to distribute the assets of an estate to the beneficiaries through the probate process. You can also name guardians for minor children in your will.
- Financial power of attorney: A financial power of attorney is an estate planning document drafted to appoint an agent to manage an individual’s financial affairs in the event of incapacity.
- Medical power of attorney: A medical power of attorney is a document drafted to appoint an agent to make medical decisions on an individual’s behalf in the event of incapacity.
- Advance directive: An advance directive/living will is the written intent and instructions of an individual regarding end-of-life medical treatment.
- HIPAA release: A HIPAA release is an authorization to disclose the medical information of an individual to those listed in the document. A HIPAA release is typically coupled with a medical power of attorney.
I’m Here To Help You Make Informed Decisions
Together, we can determine how an estate plan can benefit you, your family and your business. Please call my firm at 903-561-8644 or contact me online. I represent people across East Texas – from Texarkana to Dallas to Waco to Beaumont.