There are critical and helpful steps to take after the creation of an estate plan. After making important legal and financial decisions that could impact loved ones, it will be important for a Texas adult to discuss these matters with certain individuals. While it can...
Month: November 2022
Passing along a family business through your estate plan
When you started your Texas business, you worked hard to make it successful. It likely took months or even years of effort to reach a point where you were making a profit, and now that you have accomplished this goal, it is time to think about what’s next. One...
Estate planning for complex and vast estates
After the recent death of Queen Elizabeth II, heirs and beneficiaries can have a clear understanding of what assets and property they can expect to inherit. This is due to a carefully crafted estate plan that properly addresses all aspects of transitioning her complex...