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
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
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
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
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
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
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
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
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
We love a good juicy crazy will story and here are a few we wanted to share on this Friday, the 13th. Enjoy! Read More
If you are named as the executor of the estate, you will have a long list of other duties. One of the first things that you will want to do is to contact a knowledgeable probate attorney. He or she can guide you through this process and explain your legal duties. If the value of… Read More
Something I want to talk to you today is a thing called a Qualified Income Trust. Now, the common everyday term for this is also a Miller Trust, and it nothing to do with the beer. This is an estate planning strategy I employ for my clients that helps them receive government benefits when they… Read More
