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Protecting Your Family.
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A fast, FREE, and friendly and essential guide to estate planning.
Protecting Your Family.
Protecting Your Business.
Welcome!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in business and estate planning to achieve your goals.
If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session; if you're a business owner, schedule a LIFT .
Undecided? That's fine. It's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
Click Below
Simply click here and enter your name and email address, and I'll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Upcoming Events
Free Kids Protection Plan Workshop
Friday, August 17, 2018
10am-11am
You Are a GREAT parent. But has something been left incomplete? Who will take care of your kids if something happens to you? And will they be cared for the way you want?
1295 E. Common Street
New Braunfels, TX 78130
Book Beverly
For Your Next Event
Beverly's presentations are roughly 60 minutes long and touch on what people want to know--what, how, why, and what you can do to fix it. Beverly's spoken for churches, non-profit groups, and more. Availability is limited, so reach out right away.
Happy Clients
John
Physician & Dad
Physician & Dad
Michael Johnson
CEO
CEO
Have Kids at Home?
Then You Need to Name Legal Guardians. Do It Here for Free.
If you have children, you likely worry about what would happen to them if something happens to you. At the very least, you want to name legal guardians to care for them, for the long-term. And, it needs to be done legally. So we've created a website to make it easy. You can do it for free here.
What would happen to your kids if something were to happen to you?
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DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
