What is an estate plan?
An estate plan is a set of instructions, that are designed to be legally binding, to distribute or manage assets in the invest or your death or disability. What happens if you die without a valid will? In Texas as in other states, the law dictates what happens to your estate if you die without a valid will. This is called “intestacy” and the laws of intestacy determine who gets what.
So when people tell me they don’t have a will I remind them that everyone has a will – either the one they wrote or the one the State provides. Disability planning is also crucial in the estate planning process. The same event that can cause your death can also cause you to almost die. The problem comes when a person cannot legally make financial or medical decisions and has not named a personal representative. This representative is called an “attorney in fact” and is name in a power of attorney. The alternative is the State must appoint a guardian if you have not named someone in a power of attorney. For example, you may need medical attention or have to sign a legal document like a title while you are incapacitated. A guardianship proceeding requires an attorney and a trip or two to the probate court.
The Personal CFO Inc. and David Disraeli have a partnership with Jeremy Levine/The Levine Law Firm, P.C., to provide exceptional estate planning documents at discounted rates.
Our package includes:
Will and trust for minor children for a married couple, powers of attorney for healthcare, and powers of attorney for financial decisions. Total cost is $500 including attorney review. The same packed id $400 for a single individual with or without children.
The principal of The Levine Law Firm, Mr. Levine has been an active member of the Texas State Bar since 1994. Before founding The Levine Law Firm in 2007, he was a partner in the Austin offices of Cantey Hanger and Walker, Bright & Lewis.
Mr. Levine graduated in 1990 from the University of Texas at Austin with a degree in Advertising and in 1994 from the University of Oklahoma School of Law. Prior to graduating from law school, he worked in the Washington, D.C., office of Senator Joseph Lieberman.
Mr. Levine is licensed to practice in Federal Court in the Northern, Southern, Eastern and Western Districts of Texas, as well as before the 5th Circuit Court of Appeals in New Orleans. In addition to handling cases in the Austin region, he has handled numerous cases in the Dallas, Houston, Waco and San Antonio areas and surrounding counties, as well as in the Rio Grande Valley.
For a free consultation fill our the form below or call us at 512.535.2674.
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