Estate planning is not a one-time event. Although your documents are drafted to account for foreseeable changes, there is no substitute for keeping your plan up to date. Failure to do so can lead to litigation among your heirs and a result you would not be happy with. Here are 18 life events that might trigger an update. Read More

Leaving a legacy can make a lasting impact and materially improve the circumstances and prospects of those you want to help. Here is how you can do that with Trusts. Read More

There is a saying, “People do not plan to fail, they fail to plan.” This is quite true, especially in business. You need to have a plan in order to know how you are going to direct your business. Here are my thoughts on setting up your business plan. Read More

We have said our good-byes to 2020 and now we can kick our heels, dance a jig, start to act like normal and do business “as usual”, right? Here is what you need to know about not avoiding writing your will. Read More

Being prepared is not just a Scout motto or code. Preparedness includes organizing your finances so that there is less panic by your family in the future. Preparing in such a way reminds me of Valentines Day, quite honestly. What better way to show your family you love them, by being prepared and organized for when that time comes. Here are my tips to get you started. Read More

It’s likely that you have heard that you need a Power of Attorney (POA) document. However, like many legal documents, a power of attorney can be confusing.
Here we break down the things you need to know about a power of attorney and what they do and don’t allow. Read More

Although many of us were shut down in 2020 and some have not returned to full strength, we need to remember our blessings and know that steel is tested with fire. Here is to the silver linings! Read More

We are proud to feature this article, contributed by our friend and client, Marcos Benavides, who is the CEO of Brennan & Company, an international freight forwarding company since 1913. We greatly appreciate his article and perspective. Read More

If you’re gathering with your family this holiday season, you may notice that things have changed. Your once-healthy parents may suddenly seem older and more fragile. Here’s an easy checklist of five important questions to ask yourself or your loved ones as you prepare or update an estate plan. Read More

Minors cannot be given significant amounts of money outright. Here are two effective ways to provide management for a minor’s inheritance are by naming a custodian pursuant to the Uniform Transfers to Minors Act (UTMA) or by setting up a trust in your will or revocable living trust. Read More

Everyone needs an estate plan, not just the super-wealthy. Estate planning is planning for the orderly distribution of your property to your heirs. But it encompasses much more. Estate planning has five major purposes, one or more of which will surely apply to you. Read More

Amazing and crazy stories of celebrities estate planning stories and the lessons learned that can save you heartache and family drama. Read More

We have just entered the last quarter of 2020. We are taking that last turn of this most unusual and unpredictable year. This is a time to get our bearings. Where are we right now, as compared to the beginning of the year? Assuming you did set goals and the beginning of the year, which I always recommend; where are we now, in comparison to the goals we set at the beginning of the year? Read More

Probate of a loved one’s estate can sometimes be necessary after they pass away. Navigating the court process while you are grieving can be overwhelming. By having action steps in place with a will or trust, you can help reduce the stress and suffering of the loved ones you might leave behind. Here are 4 of the top questions I get from my clients about probate in Texas. Read More

Guest writer and former “tax man”, Gilberto Neira, gives us the view behind the curtain on an IRS audit. Learn the how the IRS can select you for audit. I will also provide you with my simple process for preparing you to face the IRS if you are audited. You will learn your rights as a taxpayer. Read More

In today’s digital age, you must consider having a plan when you pass that is simple to follow and that two of your loved ones/trustees fully understand and are aware of. Thankfully, there are free tools that can be used to access all of your critically important documents in an easy way. Read More

We are at a good vantage point, in September, to take a look back at where we have been and resolve to be for 2021. What do you see on the horizon? Read More

Let me tell you the four things that lead me to believe that the LLC is the preferred option in most circumstances. Read More