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Many families remain in the dark when it comes to securing their financial future. This guide cuts through the jargon and gives you the simple truth about what to watch for — before it costs you.
LegalZoom and similar tools may seem like a bargain — but using the wrong asset allocation method can leave your estate owing more to the IRS than if you’d done nothing at all.
Many attorneys lure you in with “cheap” basics, then rack up fees for work that should have been covered. Learn the exact questions to ask before you sign anything.
Tax laws change every year. An attorney without a team or a maintenance program can leave your plan dangerously out of date — without you even knowing it.
A great estate plan passes on more than money. Your intellectual, spiritual, and personal legacy matters too. Most attorneys never ask about this — and most plans ignore it entirely.
If your attorney won’t put their guarantee in writing, that’s a red flag. And is your plan protecting your children’s inheritance from future lawsuits or divorce? It should be.
Not all estate planning attorneys are the same. Most families need a caring, family-focused advisor — not a corporate firm that treats you like a case number.
“Choosing the WRONG asset allocation method can end up leaving your estate to owe more to the IRS than if you had done nothing at all.”
From the Guide — Your Legacy Legal Care®
What people really want is a caring professional who will shoot straight with them — especially when it comes to legal and financial matters. That’s exactly what this guide delivers.
As a personal attorney for families, it truly breaks my heart when I hear stories of families paying far too much during painful times — simply because they never found a trusted advisor who had their best interests at heart.
You’ve taken the first step by requesting this guide. Now let’s make sure you’re protected.
Here’s to protecting what you have worked so hard for!
Kim Hegwood — Your Legacy Legal Care®
If you have not already signed up for an Estate Planning Strategy Session, we encourage you to do so. We are quite serious about ensuring that you and your family have a plan in place for the future — and we would love to speak with you about what we can accomplish together.
Serving Texas Families • Houston, TX
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