Creating an estate plan is a personal process that involves important decisions regarding personal property, medical care and other sensitive matters. For these reasons, some Texas adults do not want their estate planning documents easily found and accessible....
Estate Planning
Start the new year with estate planning resolutions
The start of a new year represents the opportunity to make a fresh start in many different areas. For some, this may mean making improvements regarding health or wellness, or it may mean implementing new positive habits in one’s professional life. For all Texas...
When is it appropriate to challenge a will?
Settling the estate of a loved one can be one of the most difficult and potentially traumatic aspects of losing a family member. In addition to the grief you feel, you also have to address estate assets and even settle his or her affairs. This can be a remarkably...
Choosing the best way to leave an inheritance to children
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,...
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...
Talking to a loved one about estate planning intentions
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...
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...
What happens without proper estate planning?
Planning for the future is not always an easy task, and people often put off this endeavor because they assume it is not important or pressing for their specific situation. Texas adults may presume that they have time to create an estate plan, but due to the...
Estate planning mistakes to avoid
When creating a legal and financial plan, it is important to focus on decisions that will make sense long-term. Estate planning decisions have the potential to impact Texas loved ones, as well as one’s ability to control medical decisions for himself or herself. In...