Should I Include a Trust Alongside my Will?

Your will is the foundation of your estate plan. Most people are aware of a will and its purpose, but trusts can also play an important role in your estate plan. Trusts may be included within a  will and used in a similar way to, or alongside a Will. Today we’ll be breaking down the difference between a trust and a will because while everyone needs a will, you may also need to consider a trust for your estate Read More

What Happens to my House if I Die Without a Will in Texas?

If you don’t already have a will, the distribution of your property after your death may not flow how you expect, or how you want it to be distributed. Real estate during intestacy (dying without a will)  in Texas can be a confusing process - in some cases, the ownership of the property could be split among several of your loved ones with none of those being your spouse. First, it’s important to know that Texas is a Read More

Go Ahead, Talk Turkey over the Holidays

With Thanksgiving and the winter holidays rapidly approaching, there is a slew of opportunities to gather the family under one roof and get talking. Estate planning and Wills should be part of that discussion. Although it may be tempting to avoid what many consider to be a morbid topic, it’s important to talk to your loved ones so they will know what to do when the time comes.  Communicating openly and honestly with Read More

5 Scary Mistakes People Make When Estate Planning (and How to Easily Avoid Them)

An estate plan is a complex, essential set of legal documents that can offer a person a great deal of financial and emotional security. But, while the estate planning process is far less prolonged and painful than some people fear, there is, like any legal process, no shortage of ways in which someone can stumble when it comes to making their arrangements.  Here are five of the most common (but by no means only) Read More

Timeshares: Planning for Your Personal Piece of Paradise

A timeshare can be a great opportunity to have a vacation spot every year. It’s your little getaway from the hectic life that comes with living in a city or working long hours at your job. It may be in the Texas Hill Country or a place with a view of the Gulf. It could even be a desert refuge where you can escape the daily grind and recharge. However, you begin to realize as you grow older that escaping to that Read More

Safeguarding Your Digital Afterlife

Our digital lives have become a larger part of our identity since the introduction of the first social media website. We go there to escape from real life and have a place where we can blow off steam, keep track of cultural trends, or meet and get to know people from across the nation. In addition to social media, many people’s daily activities increasingly rely on digital accounts and use computers and personal Read More

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 your family. Proper estate planning allows you to provide for and protect your loved ones if you Read More

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 order. You’re already noting any significant life changes in your filing status, so why not apply those changes to Read More

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 average life expectancy in the U.S. That number hasn’t changed much in decades. 26.3 years is the average age a Read More

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 and I’ll say it again, leaving a Will is one of the most generous and thoughtful gifts you can Read More