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Is Your Living Trust Properly Funded?
Estate Planning

Is Your Living Trust Properly Funded?

msmyers
October 30, 2018

Does your Estate Plan include a Living Trust? If so, you need to ensure that you’ve taken the proper steps to fund the trust. Funding the trust is simply the process of transferring assets to it. If you don’t properly transfer assets to the trust, you won’t accomplish your objectives.…

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Estate Plan Maintenance
Estate Planning

Estate Plan Maintenance

msmyers
October 25, 2018

Clients, don’t forget that once your Estate Plan is in place, it’s important to revisit and review periodically. So You Think You’re Done With Your Estate Plan…

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Incapacity Documents – What do you need?
Estate Planning

Incapacity Documents – What do you need?

msmyers
October 23, 2018

A comprehensive Estate Plan is much more than just a Will – you need to ensure you have Incapacity Documents in place, too, including Medical and Durable Power of Attorneys. This article outlines what you need and why. Incapacity Planning

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Estate Planning and Philanthropic Giving
Estate Planning

Estate Planning and Philanthropic Giving

msmyers
October 16, 2018

When creating your Estate Plan you may want to consider incorporating philanthropic giving: How To Incorporate Philanthropic Giving Into Your Estate Plan

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Estate Planning vs. Legacy Planning
Estate Planning

Estate Planning vs. Legacy Planning

msmyers
October 9, 2018

“Estate planning is easy. It’s finite, calculable. What happens when you die? Who gets your stuff? How much will you owe in estate taxes and how can we prevent or prepare for it? You hire a lawyer to draft a will and possibly one or more trusts that provide for…

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Marriage and Estate Planning
Estate Planning

Marriage and Estate Planning

msmyers
October 4, 2018

“You and your significant other are ready to take the next big step in your relationship: getting married. While this is an exciting event, it’s also one that should prompt you and your fiancé to have some serious conversations about the legal implications of the marriage. Here are a few…

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  • 512-553-9095
  • [email protected]
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