frequently asked questions

Year End Planning

Year End Planning
As we wrap up one year and begin a new year, it is a great time to make sure your personal information is updated and inventoried in a central location. Typically, the most difficult part of probate or guardianship is just figuring out everything that needs to be taken care of, not actually taking care of it. For example, if something happened to you, would your family know where to find information on all your bank accounts, credit cards, mortgage, insurance, taxes, vehicle loans, vehicle titles, etc. Organizing this information into one summary with account numbers, phone numbers, addresses, etc. makes it so much easier on your loved ones if something were to happen to you.

Please do your family a favor and get this information organized. If you need a form to help you get organized, the Law Office of Roy Neal Linnartz, PLLC would be happy to provide one free of charge, just reach out to request it at 830-625-9300.

Happy new year!