18 Life Events That Trigger a Will Update

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

Organizing Your Finances for Your Loved Ones

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

October Letter to You

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

Top 4 probate questions from our clients

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