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estate planning attorneyin san antonio

We Provide Personalized Estate Planning Services in San Antonio and Throughout South Central Texas

We love planning for the future: we plan for  family vacations, our child’s college graduation, and which taco house we are hitting Friday morning. However, half of us put off planning the specifics of what will happen when we are gone. We get it. It’s daunting and can be overwhelming.

While it is daunting to speak of our passing, it doesn’t have to be overwhelming. Estate planning is a gift that ensures our loved ones are provided for in our absence and that our wishes are honored. It provides stability during unexpected events and seals a legacy of peace for our families when we do pass.

At Weisinger Law Firm, PLLC, our San Antonio estate planning lawyers are dedicated to helping our clients find peace and security through planning. We focus on making the process smooth, yet custom to you and your needs! We are here to listen to your story, understand your objectives, and create a plan that works for you and your loved ones. To get started with an initial consultation, call us today!

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We Provide

Comprehensive Estate Planning Services

Our mission is to serve Texas families with integrity, consistency, and excellence to provide peace through planning. We specialize in providing estate planning services where we provide the legal structure to best protect you, your family, and your legacy. Estate planning is as personal and unique as each individual. Our San Antonio estate planning team can assist you with:

Wills

A Will does more than pass on property. A will is a document which provides who will receive your property, administer your estate, and serve as guardian of your children.

If you pass without a valid Will, your property may be distributed by a court-appointed administrator according to a predetermined formula (defined by the State of Texas).

The cost of probating a Will doesn't change much based on the size of your estate. You may not feel like you have enough property to need a Will, but it is recommended for everyone over the age of 18. A well-prepared Will can save your loved ones a tremendous amount of confusion and frustration while preserving assets needed for your family's survival.

Our Texas estate planning team can help you draft a will that is specifically tailored to your situation and desires.

Trusts

In addition to a Will, you may wish to set up a Trust. Trusts are neither scary nor expensive. They are powerful tools that help manage assets. They can be set up for many different reasons, including protecting inheritance for a minor, tax avoidance, asset preservation, and avoiding probate. There is no "one-size- fits-all" Trust document.

At Weisinger Law Firm, PLLC, our estate planning lawyers have the knowledge to carefully craft your Trust documents to ensure your individual needs and desires are met.

Probate

Probate is the court-managed process of settling an estate and distributing those assets to the beneficiaries. Our Texas estate planning lawyers can help you sort through needed documents, prepare for necessary court dates, navigate the process, and represent you should a dispute arise.

Powers of Attorney

Creating a comprehensive estate plan includes more than simply protecting your property. It also protects you should you become injured, ill, or otherwise incapacitated. Our San Antonio estate planning lawyers can help you set up a durable power of attorney, medical power of attorney, and advance health care directives, and give recommendations of what to look for when choosing someone to uphold your wishes in these difficult situations.

Special Needs Trust Planning

SIf you have a child or family member with special needs, special planning is required.. Unfortunately, leaving property/assets directly to a loved one with special needs could undermine their eligibility for certain government programs, including Medicaid and Social Security. It’s important to know that there are estate planning options available, and have the right support team to help you set up a plan that will protect and provide for them. Our San Antonio estate planning attorneys can assist you in setting up a Special Needs Trust (SNT) so that you are still able to offer support without the risk of impacting their government programs.

Estate Planning

is for everyone

Estate planning is not only for the wealthy.  Even if you don’t have an expensive home, investments, or real estate,all families need a plan in the event that something happens to the family’s income. Without a plan in place, there could be a long-lasting impact on your loved ones.,

Understanding the estate planning options that are right for you can be a complex undertaking. The professionals at Weisinger Law Firm are ready to help you identify your estate planning needs, recognize potential solutions, and assist you at every step of the estate planning process.

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beneficiaries receive

what you have in mind

Whether your estate consists of a few shares of stock, your grandmother’s wedding ring, a few acres of land, or a trust fund, it’s important to have a comprehensive estate plan. A major part of estate planning is designating which heirs will receive which assets, and putting a plan in place to make sure they are the recipients.

Without an estate plan, this process can take years and get messy. If you pass away without a valid will in Texas, the court may distribute your assets according to a predetermined formula. A court doesn’t know which of your family members should be receiving your assets without an estate plan. Our San Antonio estate planning attorneys can help you and your loved ones create a personalized estate plan that will make the asset designation process smooth and simple.

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Avoid Paying

Unnecessary taxes

The Estate Tax strikes fear into the hearts of many investors and beneficiaries. Everyone wants to know how much of their money is Uncle Sam going to take.

The Tax Reform Act of 2018 has reduced that stress and worry substantially; individuals can now pass 11.4 million dollars with zero tax liability.

This part of the Reform Act is scheduled to expire in 2025, defaulting back to an exemption of half this number. Meaning, Individuals with estates above 5 million should consider special tax planning. Our team can ensure that your loved ones don’t have to worry about taxes while mourning your loss.

Keeping

family Harmony

An estate plan allows you to specify the role you want each person to play once you are no longer able to do so.  This alleviates uncertainty and provides a path for your family to work together.

We love to help you protect your legacy by providing peace through planning.

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Avoid Online Solutions;
An Experienced Estate Planning
Attorney is the best answer

Your life’s work should not be put into a “one size fits all” template or online program. Weisinger Law Firm has certified and experienced attorneys that can help walk you through the process to avoid common pitfalls. 

It is common to see clients who drafted online plans end up spending more later to get out of the mess created.

A common mistake includes not including all assets and protecting them appropriately. Part of our Estate Planning process is reviewing all of your assets to include digital and business assets. We want to  ensure they are cared for the way you intended. 

Another common error is creating a plan that does not integrate well, such as your Will and Trust leaving the same assets to different people. This sows confusion and creates probate issues. We will harmonize all the elements of your estate plan by creating them with a seasoned estate planning attorney.

Creating a valid Will in Texas requires the Will to be executed according to State requirements. It is heartbreaking when we see an Online Will that was not notarized and have appropriate witnesses, and now the family is hearing their loved one has passed intestate (meaning without a Will).

Individuals with special needs require special planning. When creating self made Wills, it is possible to inadvertently disqualify a family member from government benefits.

To avoid expensive and messy situations, Contact one of our caring Estate Planning Attorneys today! Estate Planning is an intentional, comprehensive process, and we will guide you through every step of the way.

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Cost of Planning

Potential new clients often call asking for a price quote. We get it! We like to know what to expect too. Estate Plans are custom built to each individual, we need to know specifics to make sure we build to your needs. 

Estate planning is similar to any building project. We need to review the needs and wants of the client  to determine which tools and materials are best for this job. Estate planning variables include factors such as a blended family, family members with special needs, the desire to add special provisions or gifting in your plan, additional land, or you own a business.

 Proper Estate Planning saves your family money, time and heartache.  Passing without a Will requires Probate Intestate, which is a lengthy process to determine how your estate will be divided. The Intestate process can become complicated based on your family dynamics, and can take over a year(s) to complete. Common variables that extend Probate; children or family members who are not on speaking terms, blended families, and difficulty determining heirs. This process is expensive and can cause further division in families. 

Other examples of things that may get messy if you do no have valid and comprehensive Estate Plan include:

  • Dying with a self-drafted will could invite a will contest from a disappointed family member. Litigating that dispute can drain the value of the estate very quickly.
  • Creating the wrong estate planning documents can also delay your family’s ability to access money when you die. That only increases financial stress.
  • Medical emergencies that leave you incapacitated can also sow anger and disagreement because you lack clear health information releases and a medical power of attorney.
  • Using the wrong estate plans can also increase the taxes your heirs end up paying, decreasing the value of the estate.
  • Choosing the wrong executor for your estate can delay probate and lead to errors, which reduce any inheritance. An estate attorney can help you think through who to nominate to serve in this role.

Our favorite moments are when a client has completed their plan and feels the weight lift off their shoulders. We call it peace through planning. Our second favorite moment is when your child calls concerned about the probate process and you planned so well there is nothing they need to do. It has all been taken care of.

This is the hallmark of what we do, provide peace to our community through specialized estate planning.

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Are Our
Estate Attorneys
the Right Choice for You?

The most important piece in determining the right attorney for you is finding someone you enjoy and feel comfortable talking to. If you have reservations about sharing information with your attorney, you may withhold important pieces of the puzzle from him or her. For example, if you feel uncomfortable sharing financial information and you withhold accounts, your attorney will not be able to complete the picture and make sure your estate is covered. 

Once you have found someone you trust, the right fit w  Here at Weisinger Law Firm,  most estate plans can be created in less than two appointments, however, we want you to feel comfortable calling and asking questions. We will continue to support and educate you through the process to make sure you know how your plan works and that it is built to your desires.

Estate Planning is a specialty area of the law that involves putting a plan in place to take care of what is most important to you. At Weisinger Law Firm we focus on Estate Planning.

After your estate plan is signed, we have a team that works to ensure your documents are executed thoroughly and properly. We call it our Prep to Close Process. It is our white-glove service to ensure each page of your plan is good to go.

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Do I Need To Update
My Estate Plan?

Congrats on getting your estate plan complete. You have given your family a beautiful gift of peace by planning ahead.

As life changes, you may find your current plan no longer represents your wishes or needs. We know this well from our own personal experiences, but also through helping many clients just like you.

To keep your plan current we recommend that you pull out your plan once a year and make a quick review to ensure your plan is still what you want.

We recommend having an appointment with your attorney after major life changes, which can include:

  • Marriage or Remarriage
  • Birth or Adoption of a Child
  • Death to beneficiary, heir, or one of your listed agents
  • Acquisition of major assets
  • Divorce
  • Moving into Texas from a different state or country

If one of these instances has happened since the last time you updated your plan, it’s time to update it! Call today to schedule your appointment!

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You Can Rely
on Weisinger Law Firm
for Estate Planning Guidance

Estate planning can feel complicated and overwhelming—especially if you are just getting started. Our San Antonio estate planning attorneys can easily guide you through the estate planning process—with a focus on securing your future. When you reach out to our office, you will speak to a Texas estate planning lawyer who can:

Listen to your story and understand your needs

Answer your questions and explain your options

Create a personalized estate plan focused on protecting you and your family

We can help you craft the plan that preserves your interests, protects your families, and most effectively carries out your wishes. Should life change, our San Antonio estate can easily help you make the proper revisions. If you have any questions about estate planning, we are more than happy to provide guidance and support.

Call Our San Antonio, TX Estate Planning Attorneys Today

At Weisinger Law Firm, PLLC, our Texas estate planning lawyers are experienced, reliable advocates for people and families. We are here to help you find peace, security, and support through personalized planning. Contact us today for a confidential initial consultation.

From our office in San Antonio, we offer estate planning services throughout the region, including in San Antonio, New Braunfels, Garden Ridge, Shavano Park, Timberwood Park, Spring Branch, Terrell Hills, Hollywood Park, Alamo Heights, Schertz, and Windcrest. 

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