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Articles on this Page
- 06/08/17--11:52: _Update Your Benefic...
- 07/11/17--11:32: _Preparing for Colle...
- 08/07/17--10:40: _Avoiding A Contest
- 08/25/17--10:24: _Are Your Minor Chil...
- 08/25/17--10:29: _National Estate Pla...
- 08/31/17--11:54: _Your Inheritance – ...
- 09/07/17--08:06: _Protections for Sur...
- 10/06/17--12:55: _The Dark Side of Im...
- 10/13/17--15:23: _Estate Planning For...
- 10/28/17--13:00: _Death Certificates
- 12/07/17--12:15: _The Importance of S...
- 12/20/17--19:06: _Estate Planning for...
- 01/04/18--13:54: _Worried about an ol...
- 01/12/18--14:18: _Basics of a Texas Will
- 01/30/18--13:59: _Do You Know Where Y...
- 03/10/18--07:28: _Divorce Changes you...
- 06/08/17--11:52: Update Your Beneficiary Designations!
- 07/11/17--11:32: Preparing for College in the Fall
- 08/07/17--10:40: Avoiding A Contest
- 08/25/17--10:24: Are Your Minor Children and Adult Children Protected?
- 08/25/17--10:29: National Estate Planning Awareness Week: October 17–23
- 08/31/17--11:54: Your Inheritance – Are You Ready?
- 09/07/17--08:06: Protections for Surviving Family in Probate Proceedings
- 10/06/17--12:55: The Dark Side of Improper or No Planning
- 10/13/17--15:23: Estate Planning For Singles
- 10/28/17--13:00: Death Certificates
- 12/07/17--12:15: The Importance of Special Needs Planning
- 12/20/17--19:06: Estate Planning for your Vacation Home
- 01/04/18--13:54: Worried about an older relative’s driving?
- 01/12/18--14:18: Basics of a Texas Will
- 01/30/18--13:59: Do You Know Where Your Will is Located?
- 03/10/18--07:28: Divorce Changes your Estate Planning Documents!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your children have moved out on their own and perhaps have … Continue reading
With a new school year about to start, I am reprinting an article I posted several years ago for parents with children going off to college or just moving out of the house. If you decide you might need to … Continue reading
Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone. So here are a few things to keep … Continue reading
I know you’ve heard this from me before, but at this time of year, it is especially important to check some of your important documents to be sure your children are protected. First, your minor children. You should have legal … Continue reading
The National Association of Estate Planners & Council is the association of choice for estate planning professionals with nearly 260 affiliated local estate planning councils, and their estimated 29,000 members with ongoing education and a forum for networking within the … Continue reading
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered. Here are some things … Continue reading
Often times survivors of a decedent are afraid of probate, fearing the small amount in the estate will be eaten up by all the creditors and probate fees. But in Texas, the legislature has created several protections for a surviving … Continue reading
This is a reprint of a great article I posted in my blog back in 2012. One of my favorite columnists, Pamela Yip, has written another great article regarding the need for estate planning and how the lack of … Continue reading
If you are single and not financially responsible for anyone else, having an estate plan might not seem critical. Nonetheless, estate planning can ensure that your wishes are followed both before and after you pass. One element of an estate … Continue reading
Death certificates in Texas are generally prepared by the funeral home handling the deceased person’s body. Often times the family will obtain the death certificates they need from the funeral home. The number of death certificates you will need will … Continue reading
If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading
If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective. How and whether that home will be passed on to others is a serious concern that can result in … Continue reading
Reprint from my November 2011 post. This subject isn’t exactly estate planning, but it is something an increasing number of clients face. I saw this article on the topic of dealing with parents or other loved ones who are losing … Continue reading
A Will is a legal document that has several functions. It typically allows you to identify your beneficiaries, designate the way in which your property will be distributed, nominate an executor to manage your estate and distribute it according to … Continue reading
I will often have people call to update their will. When I meet with them they usually have a copy of the will to show me. I will usually ask them if they know where their original will is located. … Continue reading
Occasionally people will tell me something like, “I’ve had my will done since my first marriage.” That always gives me concern, because if what they meant is that they and their first spouse did estate planning documents and then they … Continue reading