Your Fall Estate Planning To-Do List

The “official” end of summer is finally upon us! While we in Central Texas might have to wait a bit longer for “sweater weather” to arrive, the season’s change is always a good reminder to take stock of your personal business, including...

Leaving a Legacy via Letters

“Planning for what I jokingly call “The End” is not for faint hearts. I needed to rewrite my will and my medical power of attorney as well as a host of other financial and medical documents. At almost every turn, I found myself crashing head-on into the wall of...

Beneficiary Designations & Estate Planning

“While there is no one-size-fits-all plan with regard to beneficiary designations, knowing the implications of your choices and making sure these designations are coordinated with your estate plan can save your heirs time, money, and stress.” – Aaron...