When to Update Your Estate Plan in Texas

Keeping your estate plan updated is a crucial aspect of financial planning that many people tend to overlook past an initial preparation. Simply creating an estate plan is not enough. There are many reasons to review and update your estate plan, which you’ll read about in this article. Regularly updating your estate plan ensures that […]

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The Benefits of Living Near Family Caregivers

In my practice, many older adults prefer to enjoy their golden years aging in place at home with the assistance of family caregivers. Older adults in this situation aren’t aging alone. It’s likely that they have adult children and grandchildren who visit regularly; on the weekends and during the week if needed.  If your adult

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Financial And Estate Planning For Your Young Adult Children

You’ve finally made it, your adult children have graduated high school. It’s a big moment for the whole family. All your hard work as a parent has finally paid off. Now that your adult child is 18+ they’re considered an adult in the eyes of the law. It’s important for parents to talk about their

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How to Update Legal Forms to Texas

Welcome to Texas! Your address is updated, and you’ve officially become a Texas resident. Now is an excellent time to discover all the financial and tax-saving benefits that Texas has to offer. To gain access to the cost-saving benefits in the future, you’ll first need to update the following estate administration and business entity documents.

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Protect Your Digital Assets in Texas With Estate Planning

Discover the importance of including your digital assets in your estate planning to ensure their protection and seamless transfer after your passing. Learn valuable tips and strategies to safeguard your online presence for the benefit of your loved ones. In today’s world we are increasingly intertwined with technology. From social media accounts and online banking

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Estate Planning For a Longer Life Expectancy

As Texans are living longer than ever before, it’s crucial to consider how this affects your estate planning. With advances in medicine and technology, the average lifespan has increased significantly in recent decades. Living longer creates new challenges and considerations for your estate planning. One of the most significant impacts of longer lifespans is the

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Protect Your Privacy With Estate Planning

Protect Your Privacy With Estate Planning In Texas

Many people wish to have their affairs remain private during their lifetimes and after they pass away. However, in Texas, as well as in many U.S. states, if your estate is probated, it will become public record. This means that  your estate’s probate records will be accessible to anyone interested in them. Fortunately, in Texas

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The Importance Of Advance Directives In Texas Estate Planning

The most basic reason for estate planning is to ensure that an individual’s wishes are carried out during incapacity and after their death. To do this, there are various legal documents and varying strategies that can be used, depending on the individual’s wishes, financial situation, and circumstances. One important aspect of estate planning involves legally

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Special Needs Trusts In Texas Estate Planning

If you have a special needs child, you’re probably very concerned about the level of care your child will receive after you’re gone. After all, you want your child to thrive and have access to the best care possible, but when you’re gone, how can you ensure that your child’s needs will be met? A

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