Give the Gift of Planning
With the holiday season approaching quickly, your mind is likely becoming more and more occupied by the pesky thought: “What gifts should I buy for my loved ones?” Indeed, this question is never easy to … Read more
Estate Planning
Happy New Year!
Did you make a New Year’s resolution this year? If so, have you kept it so far? Really? According to the Huffington Post, only 8% of folks actually keep their New Year’s resolutions, so if … Read more
Avoiding Probate with an Enhanced Life Estate or “Lady Bird” Deed
In Texas estate planning, we have what’s called a “Lady Bird Deed” (also called an “enhanced life estate deed”). It’s a way to transfer property to another individual outside of probate while retaining a life … Read more
Update Your Statutory Durable Power of Attorney
Estate planning is a curious thing. It’s sort of like a dreaded household chore think of taking out the garbage. You may put off taking out the garbage until the bin is full, then see … Read more
ILIT: Decreasing Your Taxable Estate with an Irrevocable Life Insurance Trust
It’s smart to have a life insurance policy to help your family in the event that you pass away suddenly. It can help keep your family in your home and pay for college tuition. One … Read more
Preparing for Back to School and Your Children’s Future
Kids in Austin and throughout Texas are heading back to school. While many parents welcome a vacation from the summer vacation, preparing for the first day of school each year takes significant effort, time, and … Read more
Top 5 Estate Planning Myths
There are a lot of myths floating out there about wills, trusts, and probate. By the way, what IS probate? Read on to learn more. #1. I don’t need a will. I am married, and … Read more
Unprepared for Spouse’s Early Death
Are you prepared if the unthinkable happens to your spouse? Charlotte Fox, author of “And Then There Was One: A Comprehensive Workbook Guide for End-Of Life Preparedness and Transitioning After the Loss of a Loved … Read more