Law Office of Lorie L. Burch
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"If YOU don't have a Will, the state of Texas has one for YOU!"
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Lorie L. Burch 




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Happy November!

It's that time of year where the holidays are fast approaching and the temptation to put things on hold is strong. I hope you and your loved ones will not fall into this trap when it comes to important matters like estate planning!

There is still time to get your Wills, trusts, and powers of attorney in place. If you are already one of my savvy clients, then make sure you complete your Will Memorandum and update your beneficiaries on life insurance and retirement accounts (more information below).

If you have any questions, please feel free to contact us. I have included some important information for all my clients, potential clients, and business associates.

Enjoy!
Clients: Are your beneficiaries updated?
Beneficiary Designations for ChildrenBeneficiaries on financial assets, such as investments, life insurance, and retirement accounts are NOT controlled by your Will or Trust. It is essential to ensure that those designations are updated along with your estate planning documents. If you are a client of our firm, please feel free to reach out to allow us to assist you with any beneficiary changes.

For more information, click here!
 
Time is Running Out... Legal Documents
On your New Year's Resolution to get your Will & other estate planning in order!

Many families include Wills & estate planning as one of their resolutions, so NOW is the best time to make sure you can cross at least one resolution off your list. We are taking new clients through the end of the year and have an efficient and straight-forward approach to not only get your planning started, but see it through to completion...all before the end of the year.

Make this the year you cross this vital planning off your to-do list!
 
Call today! 972.385.0558
 
Refer a Friend, Family, or Neighbor!
young-family-portrait.jpgWe are always looking for NEW clients like YOU! If you were happy and satisfied with our process and service, PLEASE don't keep us a secret!

The best clients are the ones like YOU! Getting married, starting a family, buying a home...are all great opportunities to refer your favorite lawyer! lorie@burch-law.com