There is no one ideal way to approach the estate planning process. The best way to create a meaningful and effective strategy is to carefully consider goals for one’s Texas estate in the future. For many parents, this may mean leaving an inheritance to children,...
Month: December 2022
Financial and estate planning steps for the end of the year
The end of the year is an important time to reflect on the year behind and consider what steps may be necessary for the year ahead. For most Texas adults, it is beneficial to consider estate and financial planning needs and make any necessary adjustments that will be...