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

Time for your 3-Bucket Method? Why, Yes!

You just need to get a hold of the right “buckets” to contain and protect your most special assets in your life. These buckets embody my philosophy that I share with my clients when we do their asset protection and estate planning. I call it the 3-Bucket Method for Asset Protection and Estate Planning. I invite you to “talk buckets” with me & request my free book. Read More

How planning matters

Chadwick Boseman showed us that even those who appear to be young, vibrant, and heroic need planning. Boseman died at age 43. While little is known of Boseman’s estate planning, we do know that he had a wife, Taylor Simone Ledward, whom he met in 2015 and to whom he got engaged to in October 2019. Boseman was the youngest of three sons of his mother, a nurse, and his father, a textile factory worker. I say this again and again, because it is so true. His untimely death shows us that even those of us who are young need at least a basic estate plan.
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