The Wealth Is Real. The Plan Isn't

The Wealth Is Real. The Plan Isn't

The Wealth Is Real. The Plan Isn't

๐Ÿ“Š We surveyed our network on estate planning. The results? Eye-opening. ๐Ÿ‘€

Here's what we found:
๐Ÿ’ฐ 90% are worth $1M+
โš ๏ธ Yet nearly 1 in 3 (32%) have NO will or trust
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ 29% have minor children โ€” many with no plan naming a guardian
๐Ÿ“‹ 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. โš–๏ธ Probate commonly consumes 3โ€“7% 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.

โœ… 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.

๐Ÿ”‘ If you're in that 32%, let's change that.
๐Ÿ›๏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.

๐Ÿ“ง 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. ๐Ÿ™

Merrill Kaliser
Merrill Kaliser