Pettit Chris & Associates

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Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.

When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.

Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.

Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.

Elder Law & Medicaid Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.

Planning for Those With Special Needs
Assistance in creating plans with disabled family members in mind.

Financial Advisor Education Corner
Comprehensive resource center that includes timely Educational Alerts and FYIs, along with Continuing Education Programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.

Financial Planning Assistance
Helping clients preserve their wealth and achieve their long-term financial goals.

Thank you for visiting the Estate Planning Information Center for San Antonio, Texas, brought to you by Pettit & Associates, P.C. We are estate planning attorneys based in San Antonio, TX whose mission is to provide residents of San Antonio and surrounding areas with quality estate planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

American Academy of Estate Planning Attorneys Recognized by Money Magazine Again

Carolyn Bigda’s article “Rethink Your Legacy” in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academy’s website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academy’s members list by Money Magazine in the last 21 issues.

The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article How to Avoid Inheritance Feuds focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.
Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.

Pettit & Associates, P.C. Releases New Estate and Financial Planning Book

Total Wealth Management: The Definitive Guide to Estate and Financial Planning

Attorneys Chris Pettit and David Balmer, well-known authorities on the topic of Estate Planning and Asset Protection has co-authored a book with respected author Gordon K. Williamson. Pettit and Balmer offer their best advice for those needing to consider how your financial planning works with or against your estate planning. The attorneys argue that consumers can no longer leave their planning in someone else's hands, they need to actively participate in their own financial security. Without planning now, there is little security tomorrow.

Christopher J. Pettit has recently co-authored a book "A Will is Not Enough in Texas" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medicaid Planning.

Contact us to request a free, no obligation consultation.

Estate Planning Seminars View our schedule of upcoming free estate planning seminars.

Your Estate Matters Newsletter
The Your Estate Matters newsletter is an easy-to-understand, multi-topic newsletter that will provide you with quality information and up-to-date articles on various estate and tax planning subjects.

These reports, published by the American Academy of Estate Planning Attorneys, are published periodically and cover a wide range of subjects specific to the estate planning arena.

What's Your Estate Planning IQ?
When it comes to estate planning, we've come a long way from the days when the pioneers scrawled hand-written wills on the backs of paper bags. Take a moment to complete the AAEPA Estate Planning I.Q. Quiz and find out your E.P.I.Q.

Sound off on issues of importance to estate planning consumers, and see what others have to say.