Planning for the future often means deciding what will happen with one’s property after death and what types of medical care one could need in case of incapacitation. It can be difficult to consider these things, and Texas adults often delay the estate planning...
Estate Planning
Updating an estate plan the right way
Life is unpredictable, and it is impossible to know what will happen in the future. This is the primary reason why each Texas adult will benefit from a careful review of his or her estate plan from time to time. Decisions made at one point in life may not make sense...
Expectations for the estate planning process
Planning for the future is not a task only necessary for those with large estates or significant amounts of wealth. Estate planning is an important step for Texas adults of all ages and income levels, and it is helpful for one to know what to expect from this process....
Create a plan that protects special needs loved ones
One of the main goals that parents have when creating an estate plan is to protect and provide for their children well into the future. For Texas parents who have special needs children, it is especially important to create a plan that will allow them to support their...
Using a trust as a way to reduce taxes
Most Texas adults agree that planning for the future is a critical step for both the individual and his or her loved ones. In addition to making legal, financial and medical plans that may come into effect in the future, it is also important to consider the potential...
Who really needs a trust as part of their estate plan?
Planning for the future is a unique process that looks different for each individual. If you are considering what you may need for a complete estate plan, it may be in your interests to consider the benefits of establishing a trust. This estate planning tool allows...
Estate planning for those with digital assets
Planning for the future is a beneficial step for individuals of all income levels, and it can provide security for those with assets they wish to protect in the future. Estate planning is for everyone, and it is possible to create a planning strategy that accounts for...
Don’t leave an estate plan unfinished
Legal and financial planning are processes that many avoid because they don’t see an urgent need to make long-term plans, or they believe it’s something reserved only for the wealthy. In reality, having an estate plan is beneficial for Texas adults of all ages, and it...
What if a spouse refuses to create an estate plan?
There are many reasons why people may be reluctant to create a plan for the future. People may be fearful of considering what will happen after their death, and others may simply be unaware of why estate planning is critical for adults of all ages and income levels....
When is it appropriate to contest a will?
Losing a loved one is a difficult and emotional process, but finding out that your loved one left you out of his or her will can bring anger and confusion in addition to grief. This can come as a shock, especially if you were under the assumption that you would be a...