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Protect Your Family
Protect Your Family
What Is Estate Planning?
Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there. Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.
Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.
What Documents Can We Prepare?
Foundational Documents
A Will
Financial Power Of Attorney
Medical Power Of Attorney
A Living Will (also called an Advanced Directive)
Living Trusts
Irrevocable Trusts and Revocable Trusts
Asset Protection Trusts
Real Estate Trusts
Special Needs Trusts
Educational Trusts or Student Fund Trusts
Pet & Gun Trusts
Lady Bird Deed
Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death. A beneficiaries deed is paired with your living will. This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.
Paul D. Hardy
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Paul Hardy. I’ve lived in the Greater San Antonio Metro since 1999, and I’ve been a practicing attorney since 2015.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
Paul D. Hardy
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Paul Hardy. I’ve lived in the Greater San Antonio Metro since 1999, and I’ve been a practicing attorney since 2015.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
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What Clients Are Saying…
⭐⭐⭐⭐🌟
I had an amazing experience working with Paul Hardy for my estate planning needs. They were incredibly knowledgeable, patient, and took the time to explain everything in detail. They made sure that I understood all of my options and helped me create a plan that was tailored to my specific needs. I highly recommend Paul to anyone looking for a reliable and trustworthy estate planning attorney.
– Vanessa H.
Paul made sure that all of my concerns were addressed. I appreciate the time and effort they put into creating a plan that meets my unique needs.
– Keith R.
Read Up On Estate Planning
3 Key Questions to Answer “Before” Meeting Your Estate Planning Attorney in Texas
Estate Planning 101: The Four Methods of Asset Transfer & Ensuring Your Wishes are Honored
Asset Protection: The Difference Between Revocable Trusts and Irrevocable Trusts
What Are the Differences Between A Will And A Trust?
How Do You Involve Your Family In Your Estate Plan?
Questions Your Attorney Will Ask You…
List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
A recent bank statement
List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
A copy of the deed to any real estate you own – if you can find it
Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
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