Bringing a Personal Touch to Estate Planning
Founding Father Benjamin Franklin coined the phrase, “In this world, nothing is certain except death and taxes.” Most Americans dutifully submit their annual tax returns on time, however, many of us procrastinate when it comes to having a solid and secure estate plan in place when we die.
Julia Dean, founder of the Dean Law Firm, understands how sensitive estate planning can be. “Every family is different and as an attorney, I take my counseling responsibilities seriously,” Ms. Dean explained. “We strive to understand each client’s unique situation to go above and beyond for them, and to instill an exceptional level of trust.”
Personalized service helps people consider their particular legacy and implement an estate plan accordingly. A well-drafted will or living trust that is properly funded is an imperative foundation for each person. Simple do-it-yourself wills don’t afford the necessary security, especially when children and blended families are involved, and an invalid will is no will at all. “When clients leave our office, they can be confident that their beneficiaries and estate are well-protected, securing their intentions for their family’s future.”
Ms. Dean explained that her firm has seen an increase in demand for their services as the pandemic continues to linger and people confront their own mortality. Part of a new reality, clients young and old are wanting to modify their estate plan or make a new one. Proper estate planning reduces uncertainties and provides peace of mind, while also allowing your family to minimize or eliminate future tax burdens.
Nobody wants to think about dying, especially younger couples just starting a family. Yet regardless of age or health, everyone should have a comprehensive plan in place. It is essential to consider the future of minor children in the event both parents die unexpectedly. Without an appointed legal guardian, minors may be placed in CPS custody and a court battle may ensue. Who will be their guardian? Who will manage their assets? “We carefully approach these decisions from the parents’ perspective, establishing a plan specifically tailored to their family’s individual needs,” said Ms. Dean.
“We see our clients as family,” Ms. Dean said. “Our goal is to provide excellence in our planning with concierge-level service throughout the process to ensure our clients’ intentions and best interests are protected.”
You can familiarize yourself with the process by viewing informative pre-recorded webinars, seminars, and videos available on their website. New clients can begin by completing an online questionnaire. In addition to estate planning, the Dean Law Firm specializes in probate law, elder law, guardianships, and asset protection.
Securing Your Legacy Today
Don’t leave your family’s future to chance. Make sure your estate plan is in order, legally valid, and reflects your latest desires. The team at the Dean Law Firm provides informed guidance, assisting you in establishing a plan that not only will give you peace of mind, but will ensure your wishes will be honored. Call today or visit their website to schedule your complimentary estate planning consultation.
6528 Greatwood Parkway
Sugar Land, Texas 77479