The Mundheim Firm, PLLC

The Mundheim Firm, PLLC Welcome to the Mundheim Firm, PLLC, where we offer clients legal services to assist with estate plan

Marriage, new children, and retirement are just a few life changes that require updating your estate plan. Make sure you...
06/28/2024

Marriage, new children, and retirement are just a few life changes that require updating your estate plan. Make sure your legacy remains secure with The Mundheim Firm. Visit our website at https://themfirm.com or call us at 817-479-0076.

Living trusts help bypass probate, saving your beneficiaries time and money while providing privacy and seamless asset t...
06/26/2024

Living trusts help bypass probate, saving your beneficiaries time and money while providing privacy and seamless asset transfer. Want to see how a living trust can fit into your estate plan? Contact us today to schedule a consultation by calling 817-479-0076 or visit us at https://themfirm.com.

Navigating the probate process can be a daunting task, especially while you and your family are grieving the loss of you...
06/24/2024

Navigating the probate process can be a daunting task, especially while you and your family are grieving the loss of your loved one. That’s why entrusting a Texas probate lawyer is crucial to ensure a seamless and efficient estate settlement. Contact us today to schedule a consultation by calling 817-479-0076 or visit us at https://themfirm.com.

A will with a testamentary trust provides structure and security for distributing your assets over time. Secure your lov...
06/21/2024

A will with a testamentary trust provides structure and security for distributing your assets over time. Secure your loved ones' future with a carefully crafted estate plan. Contact us today to schedule a consultation by calling 817-479-0076 or visit us at https://themfirm.com.

Secure your business's future with strategic succession planning. Learn how The Mundheim Firm can help you prepare for u...
06/11/2024

Secure your business's future with strategic succession planning. Learn how The Mundheim Firm can help you prepare for unforeseen transitions. Read our latest blog:

Succession planning by The M Firm ensures your business's continuity and resilience, with expert services tailored to address leadership transitions, risk mitigation, and legal and financial considerations. Led by Marla Mundheim, our approach is customized to meet your company's unique needs and obj...

Life evolves and so should your estate plan. We advocate for periodic reviews to accommodate changes in family structure...
06/07/2024

Life evolves and so should your estate plan. We advocate for periodic reviews to accommodate changes in family structure, financial status, and legislative changes to ensure effectiveness. Visit our website https://themfirm.com or call us at 817-479-0076 to schedule a consultation.

Trusts provide flexibility, privacy, and peace of mind. Discover seven reasons why setting up a trust in Texas is a smar...
06/06/2024

Trusts provide flexibility, privacy, and peace of mind. Discover seven reasons why setting up a trust in Texas is a smart choice for you and your family:

Explore the intricacies of setting up trusts in Texas. From preserving privacy to caring for loved ones, learn about the strategic reasons behind each decision. The M Firm provides expert insights for those living in Colleyville, TX, and the Dallas-Fort Worth metroplex.

Wondering how to secure your children's financial future after you're gone? The M Firm is here to guide you through the ...
05/24/2024

Wondering how to secure your children's financial future after you're gone? The M Firm is here to guide you through the best methods for leaving money to your loved ones. Planning for the future involves strategic decision-making. 💼

Here are some key Estate Planning takeaways:
• Designate a guardian for minor children in your will.
• Ensure specific bequests and asset distribution.
• Be aware of the probate process.
• Consider setting up various types of trusts for added flexibility, asset protection, and tax efficiency.
• Explore custodial accounts and 529 plans for hands-on financial management and educational savings.

Ready to learn more? Click the link to discover expert advice on securing your legacy: https://www.themfirm.com/blog/2023/12/what-are-the-best-methods-for-leaving-money-to-your-children/

Contact The M Firm today at (817) 479-0076 for personalized assistance with estate planning! 📝👨‍👩‍👧‍👦💸

From the moment your first child is born, your primary focus is keeping them safe and secure. But what about after you're gone? Indeed, there are few parts of financial planning as vital as crafting a secure future for your children. Determining the most effective methods for leaving a financial leg...

At The M Firm, we understand the emotional and logistical challenges that accompany probate. Our commitment is to provid...
05/17/2024

At The M Firm, we understand the emotional and logistical challenges that accompany probate. Our commitment is to provide invaluable support, ensuring that the legacy of your loved one is handled with sensitivity and efficiency.

Need the help of a professional probate lawyer? Schedule a consultation by calling (817) 479-0076 or visit https://themfirm.com

Get your estate planning on track with these 5 key documents! - Last Will and Testament: Specify how you want your asset...
05/13/2024

Get your estate planning on track with these 5 key documents!

- Last Will and Testament: Specify how you want your assets distributed.

- Revocable Living Trust: Avoid probate and maintain privacy.

- Advance Healthcare Directive: Designate someone to make medical decisions for you.

- Financial Power of Attorney: Designate someone to manage your finances if you’re unable to.

- Beneficiary Designations: Ensure your life insurance policies and retirement accounts go to the right people.

Make sure your loved ones are taken care of. Start your estate planning journey today! Schedule a consultation by calling (817) 479-0076 or visit https://themfirm.com

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Curious about probate but don't know where to start? Let's break it down for you! Probate is the legal process of distri...
05/08/2024

Curious about probate but don't know where to start? Let's break it down for you! Probate is the legal process of distributing an individual's assets after they pass away. Here are some key points to guide you through it:

🔹 Submit the will to court.
🔹 Appoint an executor.
🔹 Identify and appraise assets.
🔹 Settle debts and taxes.
🔹 Distribute remaining assets to beneficiaries.

📞 Schedule your consultation by calling (817) 479-0076 or visit https://themfirm.com.

Ready to protect your assets and legacy? 👩‍👦‍👦🏡 At The Mundheim Firm, PLLC, we specialize in protecting your legacy thro...
05/06/2024

Ready to protect your assets and legacy? 👩‍👦‍👦🏡 At The Mundheim Firm, PLLC, we specialize in protecting your legacy through estate planning.

Want to learn more about how we can help you secure your future? Click here 👉 https://themfirm.com

A durable power of attorney (POA) is a document that allows you to designate an individual as your financial agent shoul...
04/22/2024

A durable power of attorney (POA) is a document that allows you to designate an individual as your financial agent should you need them to handle your finances on your behalf. This person can make decisions should you become incapacitated, such as signing legal documents or accessing your bank accounts.

For those with minor children, establishing guardianship is one of the most important decisions to make. We will assist ...
04/17/2024

For those with minor children, establishing guardianship is one of the most important decisions to make. We will assist with selecting guardians who align with your values, ensuring their well-being in the event of unforeseen circumstances. Contact The M Firm today to schedule a consultation by calling (817) 479-0076 or visit https://www.themfirm.com.

A revocable living trust is an estate planning tool that allows for assets that would otherwise pass through probate to ...
04/16/2024

A revocable living trust is an estate planning tool that allows for assets that would otherwise pass through probate to become what we call “non-probate assets,” and transfer without the necessity of a court proceeding. It also provides easier management of your assets if you become incapacitated.

More than likely, you’ve thought of your physical belongings and money during the estate planning process. But your digi...
04/12/2024

More than likely, you’ve thought of your physical belongings and money during the estate planning process. But your digital assets are important too.

You may have treasured photos and important documents saved in social media accounts and/or digital file storage services. And if your accounts are password-protected, they may be inaccessible to others. Service providers often won’t disclose a deceased person’s passwords, and there are few laws to help in this situation. To reduce the risk of loved ones losing access to treasured memories or important documents, designate a “digital fiduciary” in your estate plan. Visit our website for more estate planning tips https://www.themfirm.com.

We have often been asked about sites like Legal Zoom for estate planning. Taking a DIY approach to estate planning can l...
04/10/2024

We have often been asked about sites like Legal Zoom for estate planning. Taking a DIY approach to estate planning can lead to oversights and legal complications. Engaging an attorney minimizes the risk of errors, reducing the potential for family disputes and legal challenges. Contact us today to schedule a consultation by calling (817) 479-0076 or visit https://www.themfirm.com.

Life is dynamic, and so are your estate planning needs. Regularly review your estate plan, particularly after significan...
04/08/2024

Life is dynamic, and so are your estate planning needs. Regularly review your estate plan, particularly after significant life events such as marriage, divorce, birth, death, or changes in financial status. An outdated estate plan may not align with your current wishes or legal requirements. Contact us today to schedule a consultation by calling (817) 479-0076 or visit https://www.themfirm.com.

Contact us today to schedule a consultation by calling (817) 479-0076!
04/05/2024

Contact us today to schedule a consultation by calling (817) 479-0076!

In the landscape of modern families, the prevalence of blended family structures has brought to light unique challenges ...
04/03/2024

In the landscape of modern families, the prevalence of blended family structures has brought to light unique challenges in estate planning. These families require a more nuanced approach to estate planning than traditional families. The M Firm, with its comprehensive legal expertise, is adept at addressing these complex needs. Contact us today to schedule a consultation by calling (817) 479-0076 or visit https://www.themfirm.com.

On a state level, Texas is one of 38 states that does not impose an estate tax and as of 2015, Texas no longer collects ...
04/01/2024

On a state level, Texas is one of 38 states that does not impose an estate tax and as of 2015, Texas no longer collects inheritance tax. However, residents are still subject to federal estate tax. We highly recommend you protect your assets by consulting with a qualified and experienced lawyer to discuss your estate tax planning needs. Contact The M Firm today to schedule a consultation by calling (817) 479-0076 or visit https://www.themfirm.com.

When it comes to estate planning, there is no one-size-fits-all approach. The M Firm will work closely with you to under...
03/28/2024

When it comes to estate planning, there is no one-size-fits-all approach. The M Firm will work closely with you to understand your goals, family dynamics, and financial situation. We know there are no cookie-cutter solutions. Let us help you devise a plan specific to your goals and wishes. Call us today at (817) 479-0076 to get started or visit our website https://www.themfirm.com.

Trusts provide a dynamic framework allowing for flexibility, privacy, and, often, probate avoidance. By comprehending th...
03/22/2024

Trusts provide a dynamic framework allowing for flexibility, privacy, and, often, probate avoidance. By comprehending this foundation, you lay the groundwork for a nuanced understanding of why trusts play a pivotal role in estate planning strategies across Texas. Read more about the top 7 reasons to set up a trust in Texas:

Explore the intricacies of setting up trusts in Texas. From preserving privacy to caring for loved ones, learn about the strategic reasons behind each decision. The M Firm provides expert insights for those living in Colleyville, TX, and the Dallas-Fort Worth metroplex.

Our law firm is committed to helping people prepare for the inevitable and sometimes unexpected challenges of aging so t...
03/20/2024

Our law firm is committed to helping people prepare for the inevitable and sometimes unexpected challenges of aging so they can have peace of mind that their needs and those of their families will be provided for. Offering personal attention and customized counsel, we work closely with our clients to develop plans that best suit their situations. If you are ready to get started on your estate plan, contact us at (817) 479-0076 or visit our website https://www.themfirm.com/

Having a will is crucial, no matter the size or value of your estate. Wills ensure your last wishes are upheld and your ...
03/15/2024

Having a will is crucial, no matter the size or value of your estate. Wills ensure your last wishes are upheld and your family and pets are cared for in the event of your death. Some of the common types of wills in Texas include: do-it-yourself wills, reciprocal wills, joint wills, wills with testamentary trusts, pour-over wills, contractual wills and living wills. Learn more about each of these and how to choose the right one by reading:

Choosing the right type of will is crucial for securing your legacy. For those in Colleyville or the Dallas-Fort Worth metroplex, The M Firm provides legal guidance to ensure you craft a timeless estate plan tailored to your family’s unique needs. Contact us to protect your assets and wealth today...

At The Mundheim Firm, we understand that distribution of wealth can be a contentious issue among family members. We work...
03/13/2024

At The Mundheim Firm, we understand that distribution of wealth can be a contentious issue among family members. We work with our clients to make the process as stress-free as possible. We believe that clear communication is the key to any relationship, and we practice that philosophy with our clients as well. When you call our office, you will receive clear guidance and answers to your questions. Contact us by calling (817) 479-0076.

The choices you make today about dividing your assets can resonate across generations to come. By understanding your ass...
03/11/2024

The choices you make today about dividing your assets can resonate across generations to come. By understanding your assets, considering your desired distribution, and navigating challenges with open communication, you shape not just an inheritance but a legacy. Our lawyers have been helping families with estate planning for decades. Schedule your consultation by calling (817) 479-0079 or visit our website https://www.themfirm.com.

Having a trust as part of your comprehensive estate plan will simplify the probate process and keep your family from spe...
03/08/2024

Having a trust as part of your comprehensive estate plan will simplify the probate process and keep your family from spending unnecessary time and money in court. The M Firm can help you determine what type of trust is best for your situation. Contact us today to schedule a consultation by calling (817) 479-0076.

Did you know you should conduct periodic reviews of your estate plan? Life evolves and so should your plan to accommodat...
03/06/2024

Did you know you should conduct periodic reviews of your estate plan? Life evolves and so should your plan to accommodate changes in family structure, financial status, and legislative changes to ensure effectiveness. Contact Marla today at (817) 479-0076.

Address

1205 Hall Johnson Road
Colleyville, TX
76034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18174790076

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