Estate Planning Legal Services in San Antonio

Paul Hardy Law offers a comprehensive range of legal services tailored to meet the diverse estate planning needs of individuals, families, and business owners. With a focus on asset protection and retirement planning issues, we are dedicated to providing personalized legal solutions aimed at safeguarding your financial well-being and seeing to it that your legacy is preserved according to your wishes.

Call our San Antonio office at (726) 227-1090 to get a free consultation and learn more about our estate planning legal services.

The Legal Tools of Estate Planning

Estate planning offers clients a wide range of tools to achieve their desired outcomes. Here are just a few of the most common that we work with:

Wills and Trusts

We can help you draft wills that accurately reflect your intentions regarding asset distribution, guardianship arrangements for minor children, charitable bequests, and other testamentary provisions. We also offer in-depth counsel on establishing and administering various types of living trusts. Our trust-based estate planning solutions are customized to protect assets, minimize tax liabilities, and provide for the ongoing financial security of beneficiaries.

Retirement Planning

We recognize the need for proactive long-term care planning, aimed at protecting your financial assets. This can involve strategizing around Medicaid eligibility, long-term care insurance, and other means to secure your well-being. Paul Hardy Law helps clients navigate the eligibility criteria and asset transfer regulations associated with Medicaid benefits. This includes strategies such as the “look back” and “spend down” approaches to ensure compliance with Medicaid’s stringent financial thresholds.

Conservatorships

Attorney Paul Hardy provides legal counsel on matters related to conservatorships, guiding you through the process of obtaining court-appointed conservatorship for incapacitated loved ones who may require assistance with their personal and financial affairs.

Power of Attorney

Recognizing the significance of durable powers of attorney, we assist you in designating your trusted agents to manage financial, healthcare, and other important decisions on your behalf in the event of incapacity or unavailability.

Paul Hardy Law is committed to empowering you with these and other tools and strategies necessary to achieve your estate planning, asset protection, and long-term care objectives.

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Cases We Handle

Why Paul Hardy Law?

Attorney Paul Hardy is an experienced estate planner. Before that, he studied extensively on Risk Management in Financial Services. Clients often find they can benefit from getting legal counsel from an attorney with this kind of diverse range.

The advantages of being able to fuse deep legal knowledge with real financial understanding can add up to the following benefits:

A holistic perspective: Our financial risk management experience can offer you a comprehensive approach, providing a more nuanced and effective wealth management solution.
Seamless coordination: We can work towards seamless coordination between asset protection, wealth transfer, and risk mitigation strategies, resulting in a cohesive and integrated financial plan.
Tax efficiency: We work to harmonize estate tax considerations with risk-based tax strategies, aimed at minimizing liabilities while preserving and transferring wealth efficiently.

Proactive risk mitigation: We can proactively identify and address potential threats to your wealth, integrating risk mitigation measures into the overall estate plan to safeguard assets and preserve financial security for your beneficiaries.
Tailored solutions: All of the benefits above point to an even bigger benefit—our ability to craft custom-designed solutions that are based on your unique needs, circumstances, risk tolerance, and wealth preservation objectives.

Call Paul Today

Paul Hardy Law is here to be your voice and advocate when you need it. We’re here to use the tools of estate planning to protect your interests when you need it. When you come to our office, you’ll get counsel that is both knowledgeable and patient, seeking to hear your concerns and carefully lay out all your options.

Learn more about our estate planning legal services by calling the San Antonio office at (726) 227-1090 or by reaching out online. Free consultations are available.

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Contact Us Today

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Your Trusted Advocate

We'll be your voice for you when you need it, explaining the process at every step.
Detail-Oriented Strategy

We commit to excellence and will work day and night for your case.
100% Attorney-Run

Your attorney will handle your case from start to finish; you'll never be handed off to a paralegal.
Payment Plans Available

We will work within your budget and offer payment plan options.