Simple Wills
- No trust planning
- Generally all property to spouse or children or both.
- Best for non-blended families
Wills with Trusts
- Trusts will be created at the death of testator
- Tax planning
- Blended families
- Creditor protection for beneficiaries
Power of Attorney
Medical Power of Attorney
HIPAA
Directive to Physicians
- Only has effect during your lifetime
- Allows your designated agent to access your finances and make financial decisions for you
- Does not allow your designated agent to make medical decisions for you.
- Only has effect during your lifetime
- Allows your designated agent to make medical decisions for you should you be unable to do so for yourself.
- Health Insurance Portability and Accountability Act of 1996
- Only has effect during your lifetime
- Allows your health care providers to share your medical information with the person you designate.
Guardianship of Minors
- Designates the person you want appointed as the guardian of your minor children in the case of your death or incapacitation while your children are still minors.
- You can designate different people to be the guardian of your minor and the guardian of his estate
Frequently referred to as a "Living Will" this documents tells your physician your preferece about having your life sustained on life support.
214-368-7100
4600 Greenville Avenue
Suite 129
Dallas, Texas 75206
