Three Key Steps to Business Succession

Many business owners are so wrapped up in their business that they don’t even think about a succession plan until a year or two before they want to retire. Yet, preparing for the transition of your business could save you heartache and protect your family from unnecessary financial risk. Learn more here. Read More

Abbott Temporarily Allows for Appearance Before Notary Public Via Videoconference

Governor Abbott issued an executive order in which it suspends certain notary public requirements. These are temporary suspensions and temporary rules based on a response to COVID-19 and the emergency orders that are in place. I want to share with you kind of what the governor has done and then I’ll explain a little bit about how that affects all of us. Read More

Estadísticas Sorprendentes / Startling Statistics

Seguros, ahorros y un amuleto de la buena suerte. Estos son los tres elementos que empresarios utilizan para proteger su empresa, ¿verdad? Mientras que el seguro puede cubrirle para acontecimientos imprevistos como emergencias médicas, sólo la planificación patrimonial prepara a su empresa para escenarios en el peor de los casos. / Insurance, savings, and a good luck charm. These are the three elements business owners use to protect their business, right? While insurance can cover you for unforeseen events like medical emergencies, only estate planning prepares your company for real life worst-case scenarios. Insurance, savings, and a good luck charm. Read More

Probate during Quarantine

One of the things that we have available to us here and in Texas and in most jurisdictions is what’s called the revocable trust. The revocable trust allows you to avoid probate altogether as long as you’ve handled it properly in and put everything inside the ownership in the trust. So, if you want to avoid probate, we do have a mechanism to avoid that and not having to go into hearings and deal with court situations. Read More

To “Zoom” or not to “Zoom”

I will share with you that online DIY wills are better than nothing, however you may be missing several issues related to your personal situation that can only be identified when discussing with a board-certified Estate Planning attorney. There are unfortunately plenty of negative outcomes that can result from not having a will or trust as your estate plan. Read More

Holographic “twist” brings more troubles for Franklin

Proper estate planning with a qualified professional is important even if you don’t have Aretha Franklin’s assets. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. Read More

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

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

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