20 Red Flags that signal your Will or Trust is Out of Date

I offer clients the opportunity to sit down with me and review their estate plans at least once each year.  However, this doesn’t mean you should wait until your next review if your circumstances change. This Estate Planning Checklist identifies events that could make a significant impact on your estate. I let my clients know… Read More

7 things to consider when pulling the divorce trigger

We are happy to partner with fellow attorney, Kelly Fitzgerald, who is a seasoned Family Law Attorney, for this month’s Dickerson Law Report. Reach our office to further chat with Kelly about her 7 things to consider when pulling the divorce trigger and other Family Law topics of discussion. Read More

Ready for a “Stay Rich” read Part 2

Not every day do you run into an author from Laredo who is still writing and practicing law that helps people maintain their wealth. Grow Laredo’s “Kash” Vasquez sits with JMD to talk risk and riches (part one). Read More

Ready for a “Stay Rich” read Part 1

Not every day do you run into an author from Laredo who is still writing and practicing law that helps people maintain their wealth. Grow Laredo’s “Kash” Vasquez sits with JMD to talk risk and riches (part one). Read More

Not just a chunk of change

I remember listening to Aretha Franklin and hearing her undeniable charisma through her soulful voice. I especially loved listening to her tracks on one of the best movie soundtracks of all time, The Big Chill. She clearly was a woman of wisdom. You could tell she was someone who was decisive. She knew what she… Read More

Time for your 3-Bucket Method? YES!

As the saying goes, “**it happens”, but there is a way to have mastery of all of the moving parts in not only your business but your life. You just need to get a hold of the right “buckets” to contain and protect your most special assets in your life. Read More

4 Common Estate Planning Myths

Common Estate Planning Myths: Are you a victim of the following estate planning myths and misconceptions? I’m Too Young for Estate Planning Someone as young as 20 years can have a will. Therefore, starting your estate planning while you’re still young and keeping it updated regularly will keep your assets free from legal complications in… Read More

Congratulations! Your child is now going to a University…Now what?

Preparing to send your son or daughter to college?What if your college student has a medical or financial emergency away from home? Read More

Isn’t there a law for that already??

There are people who think that when they die while married, that everything they own will automatically go to their spouse or children. What may be the case is that they are thinking of state rules that apply if someone dies without leaving a will. In legal terms, this is referred to as “intestate.” Read More

3 Critical Plan B documents business owners ignore

Business owners need a CRITICAL PLAN B for succession by using a will, living trust and power of attorney. You can’t buy this peace of mind. But you can earn it by acting for yourself and those you love. Read More

What you do with your money today can make and keep you rich

If you look around your community, you may notice many truly rich people who may have little or no college education. They were not lottery winners. They found overlooked opportunities, then took calculated risks without over analyzing. These people found their own road map to becoming rich. Read More