Megan Baumer is an estate planning attorney dedicated to helping individuals and families secure their legacies and protect their assets. Specializing in comprehensive estate and long-term care planning, the firm stands out for its personalized approach and deep expertise in navigating complex legal frameworks to meet clients’ unique needs.
The firm adopts a client-centered strategy, focusing on clarity, foresight, and practical solutions to safeguard clients’ wishes and financial well-being. With a strong emphasis on educating clients through informative blog content, Megan Baumer helps individuals, families, and small business owners understand critical legal processes, from appointing fiduciaries to planning for Medicaid eligibility and mental health treatment decisions.
Services Offered
- Estate Planning
- Will Drafting and Review
- Trust Creation and Administration
- Long-Term Care Planning
- Medicaid Planning and Eligibility Guidance
- Power of Attorney Documents
- Declaration for Mental Health Treatment
- Guardianship Designation for Minor Children
- Estate Planning for Small Businesses (LLCs, Corporations, Limited Partnerships)
- Inheritance Planning for Blended Families
- Special Needs Trusts
- Estate Administration and Executor Guidance
Based in Austin, Texas, the firm serves clients throughout the region and offers resources tailored to Texas state law, ensuring that all planning documents comply with local regulations and address specific client circumstances effectively.
