When considering their estate planning, many people often also think about the legacy they will leave behind. While your legacy isn’t a legal consideration, it can still be something you plan for and work towards. “Truth is everyone is in the process of creating – and leaving – a…
Please be aware of major changes affecting property damage claims under Texas Insurance Law will go into effect on Friday, September 1, 2017. To take advantage of current Texas Insurance Law protecting property owners’ with regard to damage claims resulting from HURRICANE HARVEY, policyholders should send a written message or…
SML Friends- our church is working with Austin Disaster Relief Network to collect items for the families affected by Harvey. The items in the greatest need will be posted below (and updated as needs change). If you want to drop items off at our office instead, I will be heading…
Did you recently experience a significant life event? Then it might be time to update your will! There are many reasons to update your will, including marriage or divorce, the birth or adoption of children, children reaching age 18, death of someone who is named in your will, a significant…
Austin area friends- if you or a loved one is currently a cancer patient or survivor, please share with them this upcoming free clinic for estate planning on 9/23 10-2pm. I will join many other fine estate planning attorneys to staff the clinic and assist as many individuals as time…
It’s that time of the year – so many of our friends are sending their kids off to college! Here’s a great article on legal essentials for college students, especially Freshmen. We have a college student legal package available – let us know if we can help! http://www.fiduciarytrust.com/insights/commentary?commentaryPath=templatedata%2Fgw-content%2Fcommentary%2Fdata%2Fen-us%2Fen-us-ftci%2Ftrust-estate%2Ffive-essentials-for-college-freshmen&commentaryType=TRUST+&+ESTATE+PLANNING
Whether you’ve been named an executor of an estate or you’re trying to determine who you’ll name as executor in your own estate, it’s important to understand exactly what that role entails. This article outlines 5 tips for executors: https://www.glenmede.com/top-5-things-remember-if-youre-executor
Friends and clients: no document is official until it is formally signed before a notary and possibly witnessed. When drafts are sent to you, they are not legally effective until signed. I write this as I was just asked by a client heading to surgery next week if he is…
Estate Planning is filled with jargon that may be unfamiliar to those beginning their estate planning. For example, what is an “executor” and how do you choose the right one for your situation? In short, executors are in charge of settling your estate after your death. They are in charge…