Estate Planning

Allen Estate Planning Attorney

Assisting Families With Estate Planning in Collin County & Beyond

If you have assets, own property, or have a family, it is incredibly important to take the time to develop a thorough and comprehensive estate plan. This proactive step not only ensures your assets and loved ones are secure but also helps avoid probate complexities. In the event that you are no longer here, you can have peace of mind knowing that all aspects of your estate are handled according to your wishes. Be proactive and begin planning your future because it is never too late or too early to get started on estate planning. 

Why Do Clients Choose Our Estate Planning Lawyer in Allen?

  • We come highly recommended by past clients
  • We proudly serve the Allen area and have over 25+ years of experience
  • We offer comprehensive, creative, and cost-effective legal solutions
  • We are led by Attorney Chern, who is a seasoned litigator and former Municipal Judge
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Contact Our Offices Call now For a consultation

Whether you have questions or you’re ready to get started, our legal team is ready to help. Complete our form below or call us at (972) 200-3078.

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Customized Estate Planning for Any Estate

When you visit our office, we will sit down with you to discuss your unique circumstances, your goals for the estate, and show you ways you can protect your legacy effectively. This detailed and personalized approach ensures not only the maximization of your estate's value but also the reduction of potential tax burdens. Having a thorough and comprehensive estate plan can minimize family disputes, maximize your estate's value, and ensure your loved ones are financially secure. Because our estate planning lawyer understands that every family is unique, we always provide customized counsel tailored to your specific needs.

Our Allen estate planning services include:

How Often Should I Update My Estate Plan?

Key events that typically warrant a review of your estate plan include:

  • Changes in Family Dynamics: Marriage, divorce, births, and deaths can significantly impact your estate plan. For instance, you may need to update your beneficiaries and guardianship designations or even create new trusts to account for the needs of your family members.
  • Changes in Financial Situation: Significant changes in your financial status, such as a substantial increase or decrease in assets or the acquisition or sale of major assets, should prompt a review of your estate plan. This ensures that your estate plan is aligned with your current financial reality and goals.
  • Changes in Laws: Estate planning laws and tax regulations can change over time. Staying informed about these changes and how they impact your estate plan is crucial. An updated plan helps you take advantage of new opportunities and avoid potential pitfalls.
  • Periodic Reviews: Even without major life changes, it's a good idea to review your estate plan every few years. This helps ensure that all aspects of your plan remain current and effective.

What Is the Importance of Having a Will in Texas?

In Texas, having a will is crucial for dictating how your assets are distributed after you pass away. Without a will, the state’s intestacy laws decide the distribution, which may not align with your wishes. A properly drafted will can ensure your assets go to the individuals or charities of your choice and can appoint guardians for minor children. Wills are particularly important in managing complex assets or blended family dynamics. Consulting with an estate planning attorney can help you draft a comprehensive will that reflects your intentions clearly, reducing the likelihood of disputes among heirs.

What Are Common Mistakes in Estate Planning?

Common mistakes in estate planning include failing to update estate plans after major life events, not appointing or adequately informing executors and trustees, and neglecting to account for digital assets. Many people also overlook the impact of their retirement accounts on their estate strategy. By working with an estate planning attorney, you can avoid these pitfalls. Regular reviews and updates to your plan help ensure it reflects your current wishes and circumvents potential legal challenges, effectively safeguarding your legacy.

Why Hire an Estate Planning Attorney in Allen?

It's highly important to hire an attorney who is specifically experienced in estate planning. Many other parties can be involved in the estate planning process, including life insurance representatives and accountants.

Additionally, your estate plan may need to address unique life situations, such as:

  • A second marriage
  • Disabled family members
  • Young children.
  • Substantial assets
  • Property owned in other states

An estate planning lawyer will have the specific knowledge to help create an estate plan that accounts for all involved individuals and any unique factors with precision. Our role is to guide you through these intricacies, offering clarity and peace of mind.

If you already have an estate plan, think about the last time you made changes to it. Estate plans should be updated regularly to reflect major life changes, such as birth, marriage, or divorce. Plans also sometimes need to be updated to comply with changes in the law. We can look over your estate plan and make sure that it is legally binding, thorough, and covers all the necessary topics, reflecting your current wishes accurately.

Contact Our Estate Planning Lawyer in Allen Today

Contact our experienced Allen estate planning attorney at Law Offices of Dan Chern, P.C. to learn more about our estate planning services. Our commitment to clear communication means you are always informed every step of the way. We are always accessible when you need us, and you will have the opportunity to work directly with our lawyer from beginning to end.

Dial (972) 200-3078 to speak with our Allen estate planning attorney about your case.

Our Legal Focus Types of Cases We Handle

The Opinions We Value Most Client Reviews & Testimonials

    “Dan offered immediate assistance with my prior legal needs.”
    “Dan offered immediate assistance with my prior legal needs.”
    - Siobhan R
    “I appreciate this man so much.”
    Called Dan for a consultation today he literally called me back almost right away (the only one who called me back as well) he lead me into the right direction he didn't just dump the phone call when he found out he couldn't help me because of my case. I appreciate this man so much. Thank you sir!
    - Former Client
    “Dan Chern autograph his work with excellence.”
    I found Dan after searching high and low for an attorney that would take on my employment-related case. It was not easy finding an attorney that was willing to represent my rights in workplace litigation. Thankfully Dan decided to counsel me and take on my case. I was able to resolve the issue amicably and move on with my life. Thanks, Dan for your impeccable level of professionalism, straightforwardness, and honesty. If you need an attorney Dan is the man for the job!
    - Michelle
    “I trust the quality of his work.”
    Dan assisted me in settling up my business drafting and partnership agreement. He was knowledgeable, friendly, & professional. I trust the quality of his work.
    - Marc M.
    “Solid First Rate Attorney”
    I needed an Attorney at the last minute. Dan was recommended by another Attorney. Dan went to work for me. He stayed on top of all the legal issues and fought for me. He kept me informed and made suggestion, He settled a lawsuit with an excellent outcome for me. I would recommenced Dan for any legal matters you may face. I will call on him again if needed. He is a solid first rate attorney.
    - Ted Day
    “We are very happy with the job he did for us.”
    Dan has been a great help to us in setting up our Wills. As well as the other documents we need to be sure we are taken care of and our children can have all the information they well need as our life's change. He is a great guy and talks to you in a very open and friendly manner. Anyone would do well to have him take care of you and your legal needs.
    - Jesse & Nina guerrero
    “We are very happy with the job he did for us.”
    Dan has been a great help to us in setting up our Wills. As well as the other documents we need to be sure we are taken care of and our children can have all the information they well need as our life's change. He is a great guy and talks to you in a very open and friendly manner. Anyone would do well to have him take care of you and your legal needs.
    - Jesse & Nina guerrero
    “I highly recommend Dan as an estate attorney”
    When I suddenly needed an estate attorney I didn't know where to turn. Dan Chern was recommended to me by another attorney. I am so glad to have found Dan. He has handled probating my mother's estate in a sensitive and professional manner. He has been helpful at all times, answered all my questions clearly, and has always worked with me to keep the costs down and keep the process going smoothly. There have been some complications arising from events prior to my mom's death and Dan has handled those promptly and expertly. I highly recommend him and would definitely use him again if the need should arise.
    - J Dunlap

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  • Veteran Owned & Operated

    We are a veteran-owned firm committed to bringing discipline and integrity to every case.

  • Preparing Every Case for Trial

    We prepare every case with the meticulous attention to detail required for trial readiness.

  • Former Municipal Judge
    Our team includes a former municipal judge, providing unique insights into the judicial process.
  • 25+ Years Of Experience
    With over 25 years of experience, we deliver knowledgeable and effective legal representation.