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Call us to learn how to protect your family!  (512) 258-9455

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  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Advantages of Working With Our Firm
    • Speaker Connection
  • How We Can Help
    • Wills & Trusts
    • Incapacity Planning
    • Remarriage and Blended Family Protection
    • Business Owners & Asset Protection
    • Minor Children & Young Adult Planning
    • Special Needs Planning
    • Family-Owned Businesses & Farms
    • Pet Planning
    • IRA & Retirement Planning
    • Elder Law & Medicaid Services
    • LGBTQ Estate Planning
    • Probate and Trust Administration
    • Estate and Gift Tax Figures
    • SECURE Act
  • Free Resources
    • DocuBank
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Incapacity Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Probate & Trust Administration FAQs
    • LGBTQ Resources
    • Newsletters
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • Workshops
  • Blog
  • Contact

Financial Planning Assistance

You are here: Home / Financial Planning Assistance

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.

We offer FREE estate and financial plan reviews. During these complimentary reviews we will:

  • Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation
  • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes
  • Review your assets to be sure they are properly titled in your living trust
  • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated

In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate plan.

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Our Law Office

Slaton Schauer Law Firm, PLLC

102 Raley Road

Cedar Park, Texas 78613

Phone: (512) 258-9455

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Office Hours

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM

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