What actually happens during probate after the court date? Read more here. Read More
Top 6 Reasons to Review Your Will
These are a lot of things to consider, especially in these times. There are a lot of things that are up in the air. There’s a lot of changes that we’re experiencing in life. It’s important to make sure that we review our estate plan if we have one. Here are some red flags that should give pause for plan review. Read More
The Financial Term That Can Cost You
When it comes to choosing a financial advisor, you’ll want to use, and to really understand, this one word: fiduciary. A fiduciary has a legal duty to act in your best interest. Many in American have trouble really defining the word. Read here to learn more. Read More
The Perils of Procrastination
Far be it from me to stop you and your plans. Relaxation is important. Unfortunately, what can happen during the summertime is that we tend to get too laid back with our routine. Excuses disguised in a leisure lined wrapper are still excuses and the peril of procrastination looms near. Read More
What college students should add to their check list
Preparing to send your son or daughter to college is one of the most exciting, and nervous times for a parent. You’ll worry whether they will eat well, study enough, and get enough rest. While you can’t help these everyday concerns, you can prepare for the major ones: if your son or daughter has a medical or financial emergency while away at school. Learn more here. Read More
Ways to prevent a challenge to your will
After considerable thought, you’ve decided how you want your estate to be distributed. You are ready to write your will. But will your family accept your decisions? A successful challenge to your will can alter your estate plan in ways you do not want. Read here to find out more. Read More
Retirement Accounts & Estate Planning:
If you want us to look into kind of how this piece of the puzzle fits in with the rest of your asset base, reach out to us because it’s important to coordinate things properly. If you move certain assets that are already asset protected into another asset protected vehicle, it could create an opening for those things to be exposed. Check out our video and read more here. Read More
Why you need a health care Durable Power of Attorney
A living will is an important document to have, but it has limitations. A health care durable power of attorney (DPOA) is a more versatile document that allows you to appoint a health care agent to act on your behalf. Here is some of what you need to know. Read More
Gambling with a Do-It-Yourself Online Will
I know from experience that some of you may have gone online to LegalZoom or other similar sites that will provide you with a “State Specific Will”. If you consider going that route, please consider what you may be gambling when you opt for going with an online, do-it-yourself will. Read More
Now that you are in the driver’s seat…
If you have taken that first step and decided to take charge and resolve to move forward with estate planning, you already know that a will is something everyone should have, Now that you have made the decision to get in the “driver’s seat”, so to speak, and make a plan to protect your assets, this is where all your practice pays off. Read More
When an Adult Needs a Guardian of Property
When an adult has the capacity to conduct his or her legal affairs but wants another person to assume that responsibility, the adult may request the appointment of a property guardian. This procedure, a voluntary guardianship, usually occurs because the ward has difficulty with the practical aspects of money management due to advanced age or physical limitations. Learn more here. Read More
What To Do With Your Cash in 2022
We spoke with financial expert and Partner of Custos Family Office, Juan I. Creixell. He gave us his three pronged strategy to revolutionize how we think of our cash we have on hand. He also told us how many months in reserves for expenses to plan for and he also confirmed to us that business is indeed a team sport! Here is an excerpt of our conversation. Check this out to learn more. Read More
What Kind of Grip Do You Have On 2022?
Have you ever heard of the phrase, “I need a firm grip on the situation first”? Or has someone ever told you they will do that thing they’ve been meaning to do once they have a “firm grasp” on what exactly they need to be doing in the first place? To keep a firm grip is to maintain a tight grasp on someone or something. But first, let’s think about how we get there. Read More
Tips for Blended Families During Estate Planning
Blended families face unique estate planning challenges. In a blended family one or both spouses have children from prior marriages or relationships. They may also have children together from the current marriage. In the United States, about half of all marriages create blended families. Here are some tips to avoid potential conflicts. Read More
2022 or 2026? Either way, the party might be over
The “party” could be over in 2022 or 2026 for many and if you don’t take steps now, you can find yourself in quite a precarious scenario. Find out what I’m talking about here. Read More
Things to Keep in Mind When Choosing an Executor
Are you choosing an executor for your estate or has someone asked you to serve as an executor? Before making your decision, you’ll want to have a good understanding of what an executor, also called a personal representative, does. Read More
Does Notarizing Make It Legal?
The public’s perception of what a notary does and what notarization accomplishes is often incorrect. This is particularly the case when a person brings a document to a notary public to be notarized, thinking that the notarization will in some way “legalize” the document or make it “official.” Read more here. Read More
EP Awareness Week
On this year’s National Estate Planning Awareness Week, we debunk a few myths related to Estate Planning, discuss the various Estate Planning tools you can use and give you some Estate Planning tips. As a bonus, we will also talk about how you can create an Estate Plan exclusively for your Digital Assets. Learn more here. Read More
This is an excerpt of a recent taping of our new You Tube Show and podcast we call The Solution Point – where, with our guests, we reveal solutions to everyday problems in life, business and law. In this taping we met with Emmy Award Winning Director, Producer, Country and Pop Song Writer, Author and all-around cool guy, Nick Nanton, where we dive into the biggest problem he sees in brand marketing today. Read More
What I consider your three options
There are three different options you have in Texas for estate planning. The first option is not the one I recommend. Read more to find out why and what’s better. Read More
