Estate and Business Planning for Individuals, Families, and Businesses Where there is a Will there is a Way Download Microsoft Word File Download Adobe Acrobat File 1. What legal issues arise at death. Transfer of property Gathering information Disposition of remains  Substitute decision-making 2. Transfer of Property A. Probate property. Plan:   Control disposition.   Take care of special situations and concerns.   Make gifts to friends and charities.   Plan for estate taxes. No plan:   Controlled by statute; Intestate succession.   One size fits all.   Family disputes and possible litigation  B. Non-probate property Plan:   Coordinate with provisions of Will or Living Trust. No plan:   Controlled by contract or statute.   One size fits all.   Special statutes for divorce. 3. Gathering information Plan:   Organize records and information to make the family’s task easier.   Prepare a “to do” list for family to give them direction and instruction. No plan:   Confusion and frustration at the worst possible time.   Late payment of bills incurring fees and interest.   Omission of assets and disputes over ownership. 4. Disposition of remains Plan: Will or Power of attorney. No plan: Potential family dispute. 5. Substitute decision-making Medical care Plan: Medical power of attorney and Medical Directive. No plan: Guardianship – must go to court. Property management Plan: Durable power of attorney, Living Trust. No plan: Guardianship – must go to court.

Garvin P. Stryker, Attorney and Counselor at Law
107 West Way, #24 · Lake Jackson, TX 77566
Phone: 979-285-0405 ·

gstryker@garvinstryker.com

Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Home    Why Bother?    Practice Areas    Experience    Location    Articles    Fees    Disclaimer