As we approach 2025, the IRS is rolling out new tax adjustments, and while some changes might seem distant or abstract, they could significantly affect your estate planning strategies—especially if you have an irrevocable trust. … Read more
When Warren Buffett speaks, people listen—and not just about investing. Recently, the legendary CEO of Berkshire Hathaway shared some thought-provoking advice on estate planning that’s as practical as it is insightful. Buffett suggests that when … Read more
When a loved one passes away, families often face the emotional weight of grief, coupled with the responsibility of managing their estate. Ideally, the probate process—the legal procedure of validating a will and distributing assets—should … Read more
Estate planning can feel overwhelming, especially when faced with complex legal jargon. Yet, having a clear understanding of these terms is crucial to ensuring your wishes are honored and your family is cared for in … Read more
No one likes to think about their own mortality, but here’s a hard truth: if you pass away without a will, you’re leaving your loved ones with confusion, legal hurdles, and possibly family conflicts. At … Read more
Incapacity planning is all about preparing for a time when you might be unable to make decisions due to an illness, injury, or other unexpected event. An incapacitated person is someone who cannot manage their … Read more
As a single parent, you have plenty on your plate. Between managing day-to-day responsibilities and planning for your family’s future, the thought of creating an estate plan might feel overwhelming. But here’s the truth: taking … Read more
Preparing for end-of-life may feel overwhelming and difficult to approach, yet it’s one of the most thoughtful gifts you can give to your loved ones. When affairs are in order, you provide your family with … Read more
Losing a loved one is never easy, and handling their affairs can be overwhelming, especially if they didn’t leave behind a will. In Texas, when someone passes away without a will, their assets are subject … Read more
As new parents, you know bringing a new baby into the world is an experience unlike any other—full of joy, love, and new responsibilities. Along with baby-proofing your home, setting up a nursery, and mastering … Read more
Writing a will is one of the best ways to protect your loved ones and ensure your assets go where you intend. With many DIY options available, creating a will yourself might seem quick, easy, … Read more
In today’s digital world, we each leave behind a unique online footprint that tells part of our story. From social media accounts and digital photos to online banking and cryptocurrency, these digital assets are part … Read more