Planning for You and Your Special Needs Family Member

Planning for the future is the best possible way to protect and prepare you and your family for the unknown. If you have a loved one with special needs, the unknown may be something you are familiar with. Structuring a plan for your unique situation will provide the personalized solution that addresses the needs of […]

Tax Season and Estate Planning Go Together Like Peanut Butter and Jelly

It’s that time of year again. Whether you do you taxes yourself or get the help of a professional, it’s important to be organized. Sifting through receipts and government forms is just the tip of the iceberg. Tax season is also an excellent time to review your estate plan to make sure everything is in […]

Caring for Your Aging Parents and Children

A unique situation is on the rise in the United States and could affect you now or in the future. I’d like to discuss the challenges and provide some resources to help you better manage what lies ahead. Let me start with a few interesting statistics, according to recent research. 78.74 years. That is the […]

No Will. Now What?

February is a month notoriously marked by love and romance. While many people are struck by cupid’s arrow, others think Valentine’s Day is just a scheme created by greeting card companies to make a buck. Regardless of your stance, there’s no denying that your loved ones deserve nothing but the best. I’ve said it before […]

A Complete Guide to Selecting the Right Executor, Trustee or Agent for you

It’s hard to believe 2017 is here already. The new year marks a special time when many people both reflect on the past and plan for the future. Whether you are a planner or not the setting of New Year’s resolutions is a tradition many people observe much like eating black-eyed peas or kissing someone […]

Disinheriting a Child or Grandchild

With Halloween behind us, it’s time to look forward to the holiday season. As North Texans, we may not be able to reap the benefits of a long, chilly and colorful fall, but it’s finally starting to cool down. That means we can bust out those boots and scarves, appropriately drink a pumpkin spice latte, […]

Blended Families – How It Affects Planning

If you found that your first marriage didn’t end in a “happily ever after” and you have another chance at it, hopefully you’re a little bit wiser. Second marriages and blended families present their own set of issues. A blended family is any family where the children in the home are not the children of […]