The Wealth Is Real. The Plan Isn't
๐ We surveyed our network on estate planning. The results? Eye-opening. ๐
Here's what we found:
๐ฐ 90% are worth $1M+
โ ๏ธ Yet nearly 1 in 3 (32%) have NO will or trust
๐จโ๐ฉโ๐งโ๐ฆ 29% have minor children โ many with no plan naming a guardian
๐ Only 68% have any plan in place at all
In other words: a lot of successful people have built real wealth โ and left no instructions for what happens to it.
And in Texas, that gap gets expensive. โ๏ธ Probate commonly consumes 3โ7% of an estate, and a single family dispute can add tens of thousands more. A complete plan? Often less than 1% of what doing nothing can cost your loved ones.
โ
The good news: this is one of the easiest problems to fix. A will, a trust, powers of attorney, and a guardian designation can be handled in an afternoon โ and spare your family a courtroom, a delay, and a small fortune.
๐ If you're in that 32%, let's change that.
๐๏ธ At Kaliser & Associates, PC, we help Texas families and business owners protect what they've built โ with estate plans designed to keep your wishes clear, your assets out of probate, and your family out of conflict.
๐ง Reach out to Kaliser & Associates, PC (team@kaliserlaw.com) to start your estate plan today. Your future self โ and your family โ will thank you. ๐