With over 15 years of experience in estate and business planning, Laci Jones has developed a special talent for understanding her clients' needs. Her approach to every situation is to understand the client perspective, and then to maintain that perspective throughout the planning process. This allows Ms. Jones to communicate more naturally and effectively with her clients regarding the complex wealth strategies they are selecting to shape their financial futures.
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There are five (5) estate planning documents needed in Texas that every adult should have:. A will is a legal document that directs how your property will be distributed when you die, and can create trusts for the benefit of your spouse or children. A will allows you to name a person you trust to oversee the management and distribution of your assets.
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