Protect Your Family's Financial Future.  
Build a Lasting Legacy.

TAX PLANNING - ESTATE PLANNING - WILLS - TRUSTS - PROBATE - ADVANCED DIRECTIVES

At Matters Legal

Our mission is to provide a collaborative legal approach for families navigating the complexities of estate planning. We prioritize building deep relationships, upholding the highest ethical standards, and delivering exceptional service.

Services We Offer

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Consultation

Tax planning services that not only maximize IRS allowances but also integrate with long-term estate planning goals, balancing tax obligations with estate planning goals.

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Gift

Gifts to children, grandchildren, or others during your lifetime benefit from considering legal implications and IRS regulations.

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Trust Or Will Planning

Save time and avoid conflicts for those you leave behind, simplifying the legal process for your loved ones.

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Disability, Incapacity And Special Needs Trust Planning

Crafted with your unique circumstances in mind, providing clarity and security.

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Probate

Our representation strives for smooth and efficient probate process, allowing you to focus on honoring your loved one rather than grappling with legal intricacies.

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Advanced Directives

Plan for life's uncertainties with carefully tailored powers of attorney and directives to comply with current state statutory language and maximize effectiveness.

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Comprehensive Tax Solutions

Tax planning services that not only maximize IRS allowances but also integrate with long-term estate planning goals, balancing tax obligations with estate planning goals.

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Gifts

Gifts to children, grandchildren, or others during your lifetime benefit from considering legal implications and IRS regulations.

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Trust Or Will Planning

Crafted with your unique circumstances in mind, providing clarity and security.

image

Disability, Incapacity And Special Needs Trust Planning

Crafted with your unique circumstances in mind, providing clarity and security.

image

Probate

Our representation strives for smooth and efficient probate process, allowing you to focus on honoring your loved one rather than grappling with legal intricacies.

image

Advanced Directives

Plan for life's uncertainties with carefully tailored powers of attorney and directives to comply with current state statutory language and maximize effectiveness.

image

Gifts

Gifts to children, grandchildren, or others during your lifetime benefit from considering legal implications and IRS regulations.

image

Trust or Will Planning

Save time and avoid conflicts for those you leave behind, simplifying the legal process for your loved ones.

image

Gifting

Gifts to children, grandchildren, or others during your lifetime benefit from considering legal implications and IRS regulations.

image

Trust or Will Planning

Save time and avoid conflicts for those you leave behind, simplifying the legal process for your loved ones.

image

Trust or WiDisability, Incapacity and Special Needs Trust Planningll Planning

Crafted with your unique circumstances in mind, providing clarity and security.

image

Probate

Our representation strives for smooth and efficient probate process, allowing you to focus on honoring your loved one rather than grappling with legal intricacies.

image

Advanced Directives

Plan for life's uncertainties with carefully tailored powers of attorney and directives to comply with current state statutory language and maximize effectiveness.

image

Disability, Incapacity and Special Needs Trust Planning

Crafted with your unique circumstances in mind, providing clarity and security.

image

Probate

Our representation strives for smooth and efficient probate process, allowing you to focus on honoring your loved one rather than grappling with legal intricacies.

image

Advanced Directives

Plan for life's uncertainties with carefully tailored powers of attorney and directives to comply with current state statutory language and maximize effectiveness.

Protect Your Family's Future

Safeguard your family's future, minimize taxes, secure assets, and ensure a seamless wealth transfer. Schedule a call today for personalized protection.

How We Work

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Consultation

Schedule time to introduce us to your situation and goals.

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Assessment

We analyze your unique situation.

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Consultation

Schedule time to introduce us to your situation and goals.

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Assessment

We analyze your unique situation.

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Custom Planning

We tailor solutions for your needs.

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Implementation

Putting your plan into action with a scheduled signing ceremony.

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Custom Planning

We tailor solutions for your needs.

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Implementation

Putting your plan into action with a scheduled signing ceremony.

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Consultation

Schedule time to introduce us to your situation and goals.

image

Assessment

We analyze your unique situation.

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Custom Planning

We tailor solutions for your needs.

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Implementation

Putting your plan into action with a scheduled signing ceremony.

Mark Bergeron, J.D.
mark@familymatterslegal.com
(512) 985-9595

The Firm ...

Family Matters Legal, PLLC, was formed to prioritize the needs and interests of clients in harmony with their family goals. The firm is dedicated to serving families. We deliver legal expertise and empathetic stewardship of their unique circumstances. Our success is measured by your ability to predict legal and financial outcomes.

Holistic Guidance
Transparent Communication
Personalized Solutions
Collaborative Decision-Making

We recommend strategies optimized to align to the life, and after-life, you envision. Your peace of mind is our priority. We pursue these results through transparency, expertise, and client-centered service .

Talk With An Attorney
Mark Bergeron, J.D.
mark@familymatterslegal.com
(512) 985-9595
Mark Bergeron, J.D.
mark@familymatterslegal.com
(512) 985-9595
Mark Bergeron, J.D.
mark@familymatterslegal.com
(512) 985-9595
Mark Bergeron, J.D.
mark@familymatterslegal.com
(512) 985-9595

    Attorney At Law

    Family Matters Legal, PLLC, was formed to prioritize the needs and interests of clients in harmony with their family goals. The firm is dedicated to serving families. We deliver legal expertise and empathetic stewardship of their unique circumstances. Our success is measured by your ability to predict legal and financial outcomes.

    The Family Matters Legal Approach

    Holistic Guidance
    Transparent Communication
    Personalized Solutions
    Collaborative Decision-Making

    Navigating Legal Waters with Confidence

    Working with us implies an intent to empower us to encircle your assets, risks, and intentions. We recommend strategies optimized to align to the life, and after-life, you envision. Your peace of mind is our priority. We pursue these results through transparency, expertise, and client-centered service .
    Talk With An Attorney

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