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Protecting Your Family.
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A fast, FREE, 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 ones out of court and out of conflict when something happens to you (or them). We focus on 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 strategy session.
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.
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
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, nonprofit groups, and more. Availability is limited, so reach out right away.
Happy Clients
Charles
Roxann Obledo
Free Kids Protection Plan Workshop
Thursday, October 25, 2018
6:30pm - 7:30pm
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?
It’s very likely that you are one of the 69% of parents who have not named legal guardians for your kids yet.
Or maybe you have named legal guardians, but you’ve made one of the six common mistakes that almost every parent makes when naming guardians, even after they’ve worked with a lawyer.
Sound spooky? Don’t fret.
In this educational, informative, empowering class — specially designed for parents with children at home — local mom and attorney Beverly Davidek will cover what you need to know about making sure your kids are taken care of by the people you want, in the way you want, no matter what. Beverly will guide you to take charge and ensure you have done the right thing for your family.
During this no-charge class, you will discover:
The 6 most common mistakes parents make when naming guardians, even when working with a lawyer — and how to fix them.
How to choose the right guardians for your children and make sure your children are never taken from your home or placed with strangers if something happens to you.
How to make sure your assets are immediately and privately available to the people you’ve named to care for your children.
Why a Will alone is simply not enough to make sure your kids are taken care of the way you want, by the people you want, no matter what.
PLUS, we’re going to give away door prizes and valuable coupons!
Casa Garcia's
1691 Texas Hwy. 46
New Braunfels, TX 78132
DINNER + CHILDCARE PROVIDED
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?
How We Work
For Estate Planning
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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. Not Certified by the Texas Board of Legal Specialization. More.