Secure Your Legacy with the Right Plan

Estate planning has a significant weight attached to it, both emotionally and legally. You’re deciding how to distribute your assets to make sure your family is provided for after you’re gone.

The last thing you want is to leave them confused and grieving. Or worse, have documents in place that don’t execute your wishes how you really want.

At Soares Law Firm, we take the time to listen to your unique goals and customize your estate planning documents to reflect those objectives.

Our customized estate planning packages have everything you need to ensure your estate is distributed how you want it, including wills, powers of attorney, trusts, and more.

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Last Will and Testament
in Dallas, TX

When planning how to distribute your estate, a last will and testament is the foundational document that distributes your assets how and to whom you desire upon your passing.

With the help of the Soares Law Firm, you designate beneficiaries to inherit your property, an executor to execute your will, and guardians to care for your surviving children.

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Powers of Attorney
in Dallas, TX

Power of attorney, or POA, designates an agent to manage your affairs when and how you see fit. The Soares Law Firm can help you pick an agent for:

  • General Power of Attorney - manage all your affairs.
  • Limited Power of Attorney - represent you during a specific task or time period.
  • Durable Power of Attorney - manage legal and financial matters if you become incapacitated.
  • Financial Power of Attorney - manage your financial affairs.
  • Medical Power of Attorney - manage medical affairs if you are incapacitated.

The Soares Law Firm helps you choose the powers of attorney that are right for you so your future is in the hands you want them in.

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Trusts
in Dallas, TX

Trusts can be a useful tool when planning your estate since you designate a third party (or trustee) to hold assets for your beneficiary.

This structure provides several benefits for your beneficiary and gives you control over how your assets are distributed. You can set up a trust in several different ways, but they typically are either a revocable or irrevocable trust.

Revocable Living Trust in Dallas, TX

A revocable trust allows you to maintain control over your assets, providing you with the flexibility to change the terms, the beneficiaries, and how your trust is managed.

While this flexibility is advantageous, your trust assets are subject to creditors as well as state and federal estate taxes.

Irrevocable Trusts in Dallas, TX

On the other hand, irrevocable trusts offer little to no flexibility but more tax advantages. An irrevocable trust removes taxable assets from the grantor’s estate, which means they are not subject to estate taxes upon death.

This can save the beneficiaries from a long, costly probate process.

Since trusts can be complicated, it is best to have an attorney craft them so they ensure your wishes are carried out as you wish. The Soares Law Firm takes the time to understand your needs and offer the right solutions for you.

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Advance Directive or Living Will
in Dallas, TX

In the event you become incapacitated, decisions still need to be made about your medical treatment. With an advance directive or living will, you specify your preferred end-of-life medical care so your family doesn’t have to.

Clarifying your preferences early can give your loved ones comfort and peace of mind. At the Soares Law Firm, we listen to your preferences and draft your advance medical directive with care.

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Book Your Legacy Planning Session

Establishing an estate plan can secure your legacy and provide clarity to your family after you’re gone. With Soares Law Firm, we make sure your estate is distributed exactly how you want it. Give yourself and your family peace of mind by booking a legacy planning session with us today.

Secure Your Legacy

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