Estate Planning in The Woodlands, TX

Have A Plan In Place That Covers All Aspects Of Your Estate

We to help properly establish how your assets and property will be distributed after your passing, Koinonia Financial will consult on estate planning in The Woodlands, TX.

Why Is Estate Planning Important?

Estate planning can be both emotionally and financially complicated. It's not something that most people actively look forward to, but it's essential to sit down and make those important decisions when you have the time and freedom to do so comfortably.

An estate refers to all of the property that you own prior to your death. You may hear the terms "real property" and "personal property" - real property is real estate, like land, while personal property refers to everything else you own, from the money in your bank account to your cars and your investments.

Taking the time to properly set up an effective, efficient, and organized estate plan is one of the most thoughtful gifts that you can leave to your heirs. When you take the time to set up an estate plan, you can spare your family members and heirs countless hours of hassle settling your affairs, when they should be grieving your loss. Furthermore, a poorly crafted estate plan can cost your estate, and ultimately your heirs, countless dollars in taxes, fees and time spent dealing with your unsettled affairs.

Estate Planning in The Woodlands, TX

A Custom Estate Planning Package

At Koinonia Financial, we provide the confidential individual support you need to make a careful and considerate estate plan in The Woodlands, TX. We'll work with you to gain a proper understanding of your personal situation, and any special needs you may have for yourself or your family.

During the development phase of the plan, we refer to expert estate attorneys in The Woodlands, TX that specialize in all facets of making an estate plan in the state of Texas. This includes reducing estate tax, staying on the right side of the law, required legal documentation, and helping to protect beneficiaries. The estate attorneys that we work with serve a range of individuals in The Woodlands, TX to personalize estate plans that include one or more of the following:

  • Basic Wills
  • Pour over Wills
  • Living Wills or Trusts
  • Estate Tax planning
  • Charitable Trusts
  • Irrevocable Trusts
  • Revocable Trusts
  • Power of Attorneys
  • and more...

Koinonia Financial and LPL Financial do not provide legal advice or services. You are under no obligation to use the services of the above-mentioned estate attorneys and may choose any qualified professional to provide any of the services described above. The above-mentioned estate attorneys and their services are not affiliated with LPL financial and Koinonia Financial.

Making Well-Informed Plans to Help You Manage Your Estate

Your wealth and investments are something to be proud of, and you want to make sure they're passed on to the people and the organizations you care about the most when you’re no longer around to look after them.


Estate Planning Services With Koinonia Financial

After working with estate attorneys to establish an appropriate estate plan, your financial advisor at Koinonia Financial will help you communicate your plans to the appropriate executor and/or heirs at the appropriate times. We will act as the quarterback on your estate planning team to help direct the plays needed to communicate and, when the time comes, execute your estate plan.

We can discuss the basics of developing an estate in a consultation either over the phone or in-person. Give your heirs the gift of an efficient, effective, and organized estate plan. Don’t wait to secure your legacy.