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Crain & Wooley Invites You to Come Learn About Wills and Living Trusts

Dallas-Fort Worth Disability Planning Lawyers

Reliable Legal Representation In Your Corner

Crain & Wooley is dedicated to helping our clients pro-actively create the legal documents needed to make sure someone can make important decisions on their behalf if they are ever incapacitated or unable to speak for themselves. If you don’t want your loved ones to be burdened with difficult decisions because you can’t express your wishes, then please reach out to our firm today so we can equip you with the right legal tools.

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Why Is Disability Planning Essential?

To guarantee that your desires are followed in the event of incapacity, disability planning is a crucial element of estate planning. If you don't have the right disability paperwork in place, like a durable power of attorney or medical power of attorney, you run the danger of having someone else make crucial financial and healthcare choices without discussing with you. Our talented Plano lawyers will direct you through the process of creating these important agreements designed to protect your best interests and provide peace of mind for you and your loved ones.

Benefits of disability planning include:

  • Making sure the decisions regarding your finances and medical care are in line with your wishes
  • Preventing expensive and time-consuming judicial proceedings to establish a guardian or conservator
  • Keeping your money safe and reducing the possibility of financial exploitation
  • Offering straightforward direction to your loved ones during challenging situations

Who Needs Disability Documents?

Anyone 18 years old or older can benefit from disability planning. Did you know that even if your kids are still on your health insurance and you are providing financial support, you have no legal right to make medical or financial decisions on their behalf? Once a person reaches the age of 18, they are considered an adult, and as such, they are afforded medical and financial privacy.

So if your child goes off to college to pursue a degree and needs you to handle an important financial matter while they are abroad or if they ask you to find their medical records, you must have their written authority to do so. However, with the right power of attorney documents, you can “take care of business” for your kid in their time of need.

Durable Power of Attorney

This legal document allows you to designate a person you trust to handle your finances during times of temporary or permanent incapacity. This person can access your bank accounts, brokerage accounts, and safety deposit box. They also have the authority to sign tax returns, deeds, and mortgages. With a durable power of attorney, you can avoid the cost and hassle of guardianship proceedings if you are ever incapacitated.

Medical Power of Attorney

A medical power of attorney grants a person you trust the legal authority to make health care decisions on your behalf when you are unable to communicate with your doctors. The person you select has a legal duty to work with your doctors and health care providers to make sure your specific wishes regarding the types of healthcare treatments you want or don’t want are respected.

Declaration to Physicians

This document is sometimes known by the slang term living will. This is confusing because it has nothing to do with Last Wills and Testaments. A declaration to physicians is a statement regarding YOUR wishes should you be unable to communicate with the doctor about using or not using machines to support vital life functions like breathing and eating.

Global HIPPA Release

We have all signed a singular HIPPA release that allows one specific doctor to talk to a singular person about an individual medical procedure. A global HIPPA release is imperative because it allows your medical power of attorney to talk with any doctor about your total medical history in order to make well-informed decisions.

Declaration of Guardian in Advance

Should you find yourself in a time in life in which you have zero ability to make your own decisions (Alzheimer’s, dementia, etc.), a declaration of guardian in advance allows you to name a guardian of your person and your estate in advance, thereby, limiting the number of court hearings necessary for another adult to assume the responsibility of total physical and financial control over you.

Call our Texas law firm at (972) 945-1610 for help in Plano or Mansfield.

How Does Disability Planning Impact Medicaid?

Disability planning is an important part of estate planning that can have a substantial impact on Medicaid eligibility in Texas. Adults with disabilities who meet the eligibility requirements for Medicaid can receive health coverage. However, eligibility is controlled by income and wealth limitations.

Incorporating disability planning into an estate plan involves structuring assets in a manner that allows an individual to qualify for Medicaid without depleting all their resources. This often involves the use of special needs trusts or pooled trusts. Assets placed in a properly structured special needs trust are not counted as part of an individual's resources when determining Medicaid eligibility. This means that a person can maintain a level of financial security while still receiving essential health benefits.

Without proper disability planning, an inheritance could disqualify people from receiving Medicaid benefits due to exceeding asset limits. Careful crafting of an estate plan, with consideration for disability planning, ensures that individuals with disabilities receive the support they need without jeopardizing their eligibility for vital government assistance programs like Medicaid.

Draft Your Disability Documents Today

The documents listed above cease to have power when a person passes away and are not suitable replacements for a trust or last will and testament. Successful estate planning is all about making smart choices while you are still able-bodied and mentally competent. You never know when an unexpected health crisis or serious accident might occur, which is why you need to visit with our experienced legal team so we can help get your important affairs in order.

If you would like to create disability documents, then please call our law firm at (972) 945-1610 to request a free consultation. You can also use our online scheduler to make an appointment that fits your schedule.

Satisfied Clients Tell Their Stories

  • "Thank you and God Bless you"

    Thank you for being my Living Trust and other Estate documents attorney. Due to our move and storage of business and personal documents, we had trouble locating & we took a lot longer to respond to your drafts, etc. You were very patient with me and my needing lots of explaining of legal terms and meanings. At my age, I was concerned about getting things done but wanting it all done right. You were very prompt in responding to my questions and I think by time of signing I felt confident we had things just the way we wanted to protect my heirs. Thank you and God Bless you.

    - Donna V.
  • "Very much appreciated"
    I am very much appreciated your service If anyone like me needed your service I will introduce about you. Everything you did with in a week. Very much satisfied all your service.
    - Sarah P.
  • "Smooth and easy"
    Learning about trusts at the meal was easy and educational. The set down at the office was where the finer points of trusts was explained. That is where and when we decided to make it safe and easy for our heirs. Our final meeting where we signed everything and an explanation of each item was given went smooth and easy. All in all I would say the investment in the trust was worth it.
    Thank you to Crain & Wooley office and staff
    - Anonymous
  • "Professional and knowledgeable"

    My husband and I recently had our living trust completed through the help of Crain and Wooley. Justin and his staffs are professional and knowledgeable. A special thanks to client education specialist Stephen. He is such a nice gentleman and always answers our questions clearly and right to the point, and always ready to help by answering your concerns promptly. We will certainly refer the law firm to our families and friends!

    - Susan X.
  • "Excellent, Highly recommend"

    We went to seminar to just find out what we needed to do for a will, They gave us all the info we needed right then there. Offered a really good price if we signed up to get one that day. A few weeks later after our appointment we have a Living trust. They were helpful with all our questions and were very thorough with these explaining the whole process. They stuck with the price that we paid + let us call anytime if we had any questions. Excellent, Highly recommend this company.

    - Linda B.
  • "So good to finally have a plan"

    After worrying about our lack of estate planning for years, it feels so good to finally have a plan in place. Thank you for making the process relativity painless and offering the educational support we needed.

    - Leslie W.
  • "5 Stars"
    Me and my appreciate Mr. Crosby we think that he was very professional in doing his job and we give him 5 stars when it come to him doing his Job.
    - James A.
  • "Overall experience was seamless"

    We recently had the opportunity to attend a workshop hosted by Crain & Wooley regarding wills and estate planning. Based on the information provided we decided to proceed with our estate planning with Justin and his team.  The overall experience was seamless and the process was clearly communicated. We had our homework and once that was completed, several iterations later we had our final walk-through and signed estate plan. We would recommend Justin to our family and friends.

    - Earl B.

Designed for Your Comfort & Convenience

Estate Planning With Us Means:
  • Flat-Rate Pricing*

    Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services.

  • Optional Lifetime Guarantee
    With our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
  • Knowledgeable Service
    Laws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.