Estate Planning Milestones for Parents

There’s no question that having kids changes your life. Naturally, your priorities and responsibilities shift, and this should also be reflected in your estate plan. Here are a few checkpoints throughout your child’s life when you should recalibrate your estate plan, ensuring that, no matter what, your child is provided for if something were to happen to you. Newborn In the midst of adjusting to parenthood and Read More

Surviving the Sandwich Generation

A unique situation is on the rise in the United States and could affect you now or in the future. People are finding themselves caring for their aging parents while simultaneously raising and caring for their children. There is a term for this; the sandwich generation. Adults who are part of the sandwich generation have a living parent age 65 or older and are either raising a child under the age of 18 or supporting a Read More

The Importance of Leaving a Will… and What Happens When You Don’t

February is a month notoriously marked by love and romance. 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 give. While you may not exactly want to present your Will over a candlelit dinner, this time of a year is an excellent reminder that taking care of your loved ones long after you’re gone is the ultimate gift that keeps on giving. Many people Read More

2016 Charitable Contributions

Dallas Volunteer Attorney Program Toys for Tots Wounded Warrior Project Irving Schools Foundation Read More

What You Need to Know About Disinheriting a Child or Grandchild

With Halloween behind us, it’s time to look forward to the holiday season. Thanksgiving may be your first chance in months to gather with loved ones to catch up and overstuff your bellies. It is also an excellent time to think about planning for the future. While reuniting over turkey, you may notice that some loved ones have changed, and not for the better. Maybe they have made some irresponsible life choices or Read More

Estate Planning for Blended Families

Not every blended family is going to look like the Brady Bunch. There are numerous aspects of forming a new family that can create challenges. Everything from the number and age of the children to the attitudes and actions of the other biological parents as well as the respective financial statuses of the new couple. The new couple will have separate property and may or may not be planning to have community property. Read More

Everything You Need To Know About Guardianships

We’ve all seen those tragic turned inspirational movies where parents die and leave behind an orphan – insert just about any Disney movie. Sometimes it’s a more thought-provoking flick where an adult has lost their ability to care for themselves. Either way, this is a tale as old as time, yet so little is known about guardianship. A "guardian" is someone who is chosen or appointed to make legal decisions for another Read More

Back-to-School Season: A Wise Time for Estate Planning

As summer winds down parents and kids are preparing for a brand new school year. Whether your kids are little or headed off to college, you’re busy settling into a new routine. Estate planning is probably the last thing on your mind. But the beginning of a new school year can actually be the perfect time to give your estate planner a call. During the first week of school most parents have to fill out an emergency Read More

Commit to Your Estate Plan Before Committing to a Trip

Putting your affairs in order with an estate plan will make for a smoother transition to the loved ones you leave behind.  This is especially important if you plan to travel. Before you hit the road or jet set away this summer, make sure you’ve got these essential documents in order.  The preferred ending to your trip is a return home with some new wonderful memories.  However anything can happen while traveling, and Read More

Estate Planning for Millennials

If you consider yourself a Millennial then you are a part of the largest generation in history with over 80 million people. Many of you tend to “live in the moment” and are holding off on milestones such as marriage, children, and home ownership.  But what about planning for your future? Even if you don’t think you need an estate plan, chances are that you do. Below are 3 questions you can ask yourself to see whether Read More