How a Lady Bird Deed is a Good Option

Hello Friends, I’ve got a topic I wanted to talk to you all about. This is something that’s not a new issue, but it’s something that started coming in more frequently to our office. So, there’s a thing called Medicaid Recovery Program. This program is designed so that if your family member received Medicaid benefits,… 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 Raul Garza, a top CPA, and he shared with us some of the ways to overcome the hurdles and challenges of the second round of the PPP loan. Read here for more… Read More

8 of the Weirdest Wills Ever Written

What’s the best reason to make a will? To protect your family? Safeguard a legacy? Or is it, perhaps, to cause a little mischief? If you’re leaning towards that last reason, you’re not alone: there’s no shortage of bizarre bequests on record. So, to inspire you and celebrate the launch of our own free online will service, we’ve put together a round-up of 8 of the weirdest wills we could find. Read More

Preparing Instructions for your Loved Ones

Once your estate planning documents are prepared and executed, you will probably feel a sense of relief and accomplishment. It is well deserved. You can be confident that your wishes will be carried out, costs and delays will be minimized, your dependents will be provided for, and beneficiaries and their share of your estate are clearly identified.

But some work still remains to be done.

All too often when someone dies or becomes incapacitated, relatives are completely unprepared to deal with the sea of decisions and practical details that must be attended to. Here is what you can do to prepare now. Read More

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