Estate Planning

What the Estate Planning Process Looks Like

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The first step in estate planning is to determine which assets you want to include. This could include anything from real estate and investments to jewelry and artwork. Once you’ve determined which assets you’d like to include in your estate plan, you need to decide who will inherit the assets upon your passing. This could be family members, friends, or charities.

The next step is to determine how the assets will be distributed. This is where a will comes in and a top-rated Dallas estate planning lawyer. A will is a legal document that states who will receive what assets and when. It’s important to have a will in place because without one, the state of Texas may divide your assets according to their laws, which may not be in line with your wishes.

In addition to a will, there are other estate planning tools you can use, such as trusts, powers of attorney, and living wills. Trusts can be used to protect assets from creditors, while powers of attorney and living wills can be used to assign someone you trust to make decisions on your behalf if you’re unable to do so. It's best to speak to our estate planning attorneys to determine which is best for you.

Estate planning is an important process that can help you prepare for the future and ensure your assets are distributed according to your wishes. It’s important to be aware of the various tools available and how they can help you protect your assets and your loved ones. With so much at stake, it’s best to seek legal advice from our estate planning attorneys. They can help you create an estate plan that is tailored to your specific needs and goals.

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"Mr. Boswell assisted my wife and I with our estate planning documents. He guided us through the process from beginning to end, and took the time to answer all our questions along the way."

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"Mr. Boswell helped me with estate planning and will/trust preparation. I was very pleased with the services provided by him and his firm. All work was prepared as planned and in accordance with our initial meeting. There was very good explanation of services and a strong attempt to understand what me and my wife were interested in accomplishing with our plans."

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Clients who need compassion, experience, and knowledge can turn to Boswell PLLC for help with their estate planning needs. Our Dallas office serves those in Dallas and throughout the State of Texas.