Why Your College-Bound Teen Needs an Estate Plan
As Texas parents prepare to send their high school graduates off to college, most are focused on dorm shopping, class schedules, and financial aid—not legal paperwork. But once your teen turns 18, they’re legally considered an adult. That means you may no longer have the legal right to make medical or financial decisions on their […]
Why Your College-Bound Teen Needs an Estate Plan
As Texas parents prepare to send their high school graduates off to college, most are focused on dorm shopping, class schedules, and financial aid—not l…
Why Elder Law Matters: Planning for the Future with the Right Legal Guidance
As we age, our legal needs evolve—and so should our planning. While many people are familiar with estate planning, fewer understand the vital role eld…
Parents, Step-Parents and Children, Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when …
Navigating the World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. …
Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it’s easy to star…
What Happens To Your Social Media Account When You Die?
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased use…
Parents, Step-Parents And Children, Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the …
Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one after a lifetime together, every relationship eventually will come to an end….
3 Estate Planning Documents Your Parents Need Right Now
Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden ye…
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, …
How to Draft a Partnership Agreement So You Don’t Ruin Your Life
Partnership can be a rewarding and efficient business model if set up the right way. If your partnership is not set up in the right way, i…
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your lov…
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last December, now …
Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you are…
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to…
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dem…
The Scary Truth: Naming Godparents Does Not Create Legal Guardians
As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and oft…
Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your c…
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the ext…
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and…
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be har…
How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been mean…
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. …
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financia…
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your …
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married cou…
Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build …
Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpo…
Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, …
Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it’s common to opt for group legal insurance offered through you…
Don’t Send Your Kids Back to School Without These Documents
As back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Leg…
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your …
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a …
5 Life Events That Signal It’s Time to Review Your Estate Plan
Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be…
4 Ways to Use AI to Make Life Easier for You and Your Family
Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time to…
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
Take a second and the time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandpa…
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, se…
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it’s essential to e…
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+…
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal righ…
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Curre…
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most succes…
Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t just a pet …
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need…
What Happens To Your Debt When You Die?
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for your debt. Al…
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if …
Why Every Business Owner Should Consider A Trust
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefit…
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three …
Estate Planning Before You Travel: Why It’s Critically Important
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company….
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child requires urgent…
Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times o…
4 Reasons Why Estate Planning Is Critical For Business Owners
If you are running a business, it’s easy to prioritize estate planning less than your other business matters. After all, if you’re facing challenges…
Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that d…
3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate …
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list.
You can shop around and find …
What You Need To Know Before You Agree to Be a Trustee
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—an…
Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and …
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to a…
Protect Your Loved Ones with These 4 Avoidable Life Insurance Beneficiary Mistakes
Investing in life insurance is a crucial step in estate planning and a way to show love to your family after…
Choosing a Trustworthy Manager for Your Trust
When creating a trust, many people choose to be the trustee of the trust until they die. In the alternative, selecting someone to be the trustee req…
When Should You Start an Estate Plan?
Creating an estate plan is essential to offer you peace of mind about your family’s future. You can protect your assets and ensure you provide for y…
Best Asset Protection Strategies
Thinking about death is unpleasant. No one wants to consider what it’s like when life ends and how loved ones will cope with the loss. However, esta…
Gratitude and Estate Planning: Give Your Family a Reason to Say Thanks with an Effective Estate Plan
Estate planning involves more than financial affairs and asset protection. A comprehensive estate plan covers various aspects of a person’s life. It…
Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance…
Five Reasons Why Estate Planning Should Be on Your Family Holiday Schedule
Discussing your estate plan during the holidays might seem inappropriate or unpleasant. However, it’s often the only time to discuss important matte…
Undue Influence: How an Effective Estate Plan Protects Your Assets
Typically, those who are planning their estates entrust professionals and family members to offer them sound guidance and abide by their wishes. Unf…
Long-term Care Planning: What You Need to Know
You may wonder when you should begin planning for long-term care. The short answer is that it is never too early, and the sooner you start, the bett…
The Importance of Compassion in Estate Planning
When you think about the word compassion, what comes to mind? Caring, tenderness, sensitivity? When you think of compassionate professions, what job…
Back to School: Estate Planning Basics You Need to Know
The crisp scent of new books is in the air, which means it’s almost back to school time! For most parents back to school means buying new clothes an…
What Women Should Know About Retirement Risks and Their Estate Plan
What Women Should Know About Retirement Risks and Their Estate Plan
Women have come a long way. Unfortunately, there are still some topics that …
How Often Should I Review My Estate Plan?
So, you’ve made an estate plan. Great, now you don’t have to think about it ever again!
Not so fast. Creating an estate plan isn’t like checking…
What Questions Should I Ask My Estate Planning Lawyer?
A proper, legally-binding estate plan can protect your legacy and ensure your wishes are carried out in the event of your death or incapacitation. H…
What You Need to Know About Incapacity Planning
What You Need to Know About Incapacity Planning
While an estate plan can protect your legacy and provide for your family in the event of your dea…
Five Biggest Mistakes People Make When Setting Up a Trust
Setting up a living trust can have many benefits for your designated beneficiaries. Perhaps most importantly, creating a fully-funded trust will all…
What Is a Legacy Video and Why Do I Need One?
Law firms have provided estate planning documents for many years that efficiently passed along assets and property to beneficiaries in a predictable…
Four Reasons to Consider Setting Up a Trust
When you’re thinking of creating an estate plan, most of us just think about writing a will. However, there are other facets to an estate plan, and …
The Importance of a Power of Attorney
A “power of attorney” is a legal granting of rights, including the right to direct financial affairs, make legal decisions, and even make medical de…
Top Mistakes People Make with Their Wills
There are several ways you can write a will in Texas:
Write it yourself
Use an online document preparation service, or a will-writing progr…
The Dangers of DIY Wills
People spend a lifetime acquiring property, buying nice things, raising a family and educating them, building a nice life with their spouse. Then on…
What You Should Know About Long-Term Care Insurance
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilit…
Estate Planning Must Haves for Parents – Even If You Have Legal Documents
A comprehensive estate plan — which we prefer to see as a Life and Legacy Plan — can protect what matters most to you. For many, this means everyt…
Think You Are Too Young to Need An Estate Plan – Think Again
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related t…
Don’t Forget To Protect Your Furry Family: Estate Planning For Your Pets
It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that betw…
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible. But y…
10 Things You Should Know About Living Wills
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and …
Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, an…
Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both document…
House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of c…
Estate Planning For A Child With Special Needs: What Parents Need To Know
Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique con…
3 Estate Planning Issues For LGBTQ+ Couples—Part 2
Whether you are married or not, if you are involved in a committed partnership with another individual, estate planning is about so much more than p…
3 Estate Planning Issues For LGBTQ+ Couples—Part 1
Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it’s about planning for life. It’s…
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 2
Since the age of 16, when she burst onto the charts with her debut single, “…Hit Me Baby One More Time,” Britney Spears has been one of the world’…
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1
Since the age of 16, when she burst onto the charts with her debut single, “…Hit Me Baby One More Time,” Britney Spears has been one of the world’…
Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship – Part 2
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real-life and not-at-all funny dangers of the legal (and s…
Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship – Part 1
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real-life and not-at-all funny dangers of the legal (and s…
Why You Should Create a Trust To Protect Your Business and Family
Although you can invest in many different types of insurance to protect your business from lawsuits and other liabilities, one of the greatest liabi…
Consider This Before You Create A Will Online
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small part of an in…
Just Married? 6 Estate Planning Essentials for Newlyweds – Part 2
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we i…
Just Married – 6 Estate Planning Essentials for Newlyweds – Part 1
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we i…
Don’t Let Diminished Financial Capacity Put your Elder Loved Ones at Risk – Part 2
In the first part of this series, we discussed the early warning signs of diminished financial capacity in the elderly. Here, we’ll discuss planning…
