Wills & Trusts

When you decide we are the right law firm for you we craft and draft Comprehensive and Custom last wills, living trusts, and estate plans. You aren’t a cookie. You deserve better than a cookie cutter internet template. Let’s discuss your legacy goals and your concerns. We ask questions that may not have crossed your mind. Is your estate going to be subject to the federal estate tax, generation skipping transfer tax, or income tax? Our clients participate in the process to design ethical, legal, and effective strategies to legally reduce tax liability. Talk to us about the changes you want, and we will show you the best way to amend, update, or revise, your will, trust, estate plan or family partnership. Welcome to Texas. We prepare your new State specific medical Power of attorney, advanced directive to physicians, and power of attorney for legal transactions are strongly recommended because every state in the union has its own forms.

“I have known Todd Marquardt for a few years when his law firm was in the beginning stages. He worked on our trust fund in Spring of 2011. He did a very detailed, efficient, and timely job. His law firm has since grown in size, stature and expansion of services. As his business has grown in stature so has he as a person. Business & estate law is his forte. He is mature, honorable and caring in his dealings and can be trusted completely.” – Sonja

“Very professional law firm. Made us feel comfortable and allowed us to understand the process very easily. All of the staff were courteous and took their time to make us feel at ease. Would recommend this law firm to family and friends.” – Steve, San Antonio Estate Planning

Six Things Every Consumer Needs to Know About Having a Will

  1. A Will transfers your property to people you name as beneficiaries after your death. If you don’t leave a validly signed Will, State law will dictate who gets your property. Leaving a Will lets you decide who will receive your property.
  2. Making gifts upon your death through a Last Will & Testament can prevent a family conflict ahead of time. Only a Will allows you to give gifts to friends, charities, churches, and step-children.
  3. Your Last Will is your chance to make your wishes legally enforceable. Happily married couples and single individuals give their friends, family, and favorite charities the gift of peace by leaving property using a Last Will and Testament.
  4. Parents of children under the age of 18 must designate a guardian in their Last Will so that children are raised by a trusted person.
  5. Your Last Will & Testament transfers title to your property like real estate, automobiles, and retirement accounts.
  6. A legally binding Will requires a very specific type of format to be filed with the state. Using an incorrect format may leave your family vulnerable to the State Court System to enforce your final wishes.