Robert C. Focke & Associates, Attorneys at Law
 
3405 Edloe, Suite 200  |  Houston, Texas 77027  |   Phone: 713-850-7799  |   Fax: (713) 785-0808   |   E-mail: rfocke@robertfocke.com

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Wills & trusts: Which is right for you?
Take our quiz.

Have a Question?
We Can Help.


Do you have questions about how a will or trust would function for you and your circumstances?

Come and discuss your options with an attorney experienced with both trusts and wills.

We want to make sure you understand your options, so your first consultation is free.

Call Robert C. Focke & Associates at 713.850.7799 to make an appointment.



Recommended Reading

Books

Loving Trust
Authors: Robert A. Esperti and Renno L. Peterson
(Penguin Books)

The Complete Book of Trusts
Author: Martin M. Shenkman

The Living Trust Revolution
Author: Esperti-Peterson

60 Minute Estate Planner
Author: Sandy F. Kraemer

 

Quiz: Wills and Trusts: Which is Right for You?

Wills and trusts are both used to control your property after death; but, they behave differently and have different powers under the law. Which is right for you?

  • Take our quiz.
  • Then consult with our attorneys to see how a will or trust can function for you, your family, and your circumstances.

(This quiz should not be used in lieu of the counsel of an attorney in the matters of your estate.)



1. After death, who do you want to control your property?

My family or other trusted person

The State of Texas

The courts

2. In the event of my incapacity, who will control your assets?

My family

A court-appointed guardian

Another trusted person

3. A month after your death, where do you see your heirs?

In probate court

Grieving, but rebuilding their lives

Arguing amongst each other over my property

4. Which of the following characterizes your family relationships?

We are picture-perfect: no fights, no divorces, no disagreements of any kind

We are the typical family: some fights, some divorce, some disagreements

We are not very tight. We do not have family cohesion. We have some "troubles."

5. Do you anticipate any of the following being possible for you or your family: Divorce? Losing in-laws? Changes to your family structure due to births, changing ages, disability, and/or deaths? Alcoholism or substance abuse by on or more members of the family?

Yes, we anticipate a few of these events

No, we do not anticipate any of these events

Yes, some of these events have already occurred in our family

6. What rights does a power of attorney convey?

It gives someone complete power of someone else's assets

It gives someone partial power of someone else's assets, but with strict guidelines for use

It varies and there are problems with abuse and misuse of the power

7. If you were to die suddenly, does someone trustworthy know where and what all your assets are and who to contact regarding them?

Yes

No

Maybe

 

 

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© 2006, Robert C. Focke and Associates, P.C. Attorneys at Law, all rights reserved.

No information or materials posted here are intended to constitute legal advice, and is not applicable to any specific set of facts, especially as to any individual's personal situation. The information contained herein nor the perusal of it does not establish nor constitute an attorney-client relationship with the Firm or any of its Attorneys.
Attorneys in the firm are Not Certified by the Texas Board of Legal Specialization.