Estate Planning

You’ve been thinking about your need for an estate plan of sorts for some time. You know you need a will, at least, but you don’t want to go through the official estate planning process. So, you are thinking about doing it yourself and writing your own will. Is a DIY...

Many Texas residents believe that having a will in place is all they need to protect their estates. While a will can do a fine job at making a person’s wishes known, it doesn’t offer the same protection as a full estate plan. How are the two different?  A will is…  A...

Creating an estate plan is not something only for the very wealthy or those who in retirement. In fact, estate planning can benefit adults at any age. Having a will, power of attorney and other important estate planning documents often come in handy for situations...

Planning for the future is an important part of being an adult. However, it is not always easy, especially when you are planning for what happens after your death. Certain estate planning tools may appear complicated too, such as trusts. Having a better understanding...

There is no part of the estate planning process that anyone really wants to do, but there are certain steps that, at the bare minimum, Texas residents may want to consider doing. One thing in particular that can prove beneficial to anyone is creating a power of...

You have done the hard work of creating a trust that will hold assets for your children or whoever you want to inherit from you following your death. At the moment, you have not yet funded the trust. This is a key step to making your trust work, so you will want to...

Making your will is easy to put off for tomorrow — so much so that when you finally do draft your last will and testament, it can feel momentous and final. But as your life is an evolving story, so too does your will need changing from time to time. The reality is...

A last will and testament is the cornerstone of any good estate plan. However, these documents are not intended to be "set it and forget". As your life changes, so will your estate plan.  That is why updating your will is so important. Here are a few different...

When the contents of a loved one’s will disappoint the surviving heirs, it is probably too late to ask the loved one for clarification. This is why many estate planning advisors recommend that those preparing their wills share their decisions before it is too late....

According to Forbes, there are two common errors people make when it comes to estate planning. The first is to fail to have a plan in place at all. The second is to fail to update your will or estate plan every few years, or as life circumstances change. If you have...