Articles
Articles of Interest
Estate Planning vs. Legacy Planning
"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 what...
Marriage and Estate Planning
"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...
Estate Planning – An Essential Component of Preparing for Retirement
#3 on this list of the 10 Commandments of Retirement - have an estate plan in place! If you're looking toward retirement soon, you might want to check out the other important items on this list: The 10 commandments of retirement
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 your legal affairs. This...
Estate Planning Considerations for Business Owners
Are you a business owner? "Estate planning becomes particularly necessary if you own a business, as the law may not always coincide with your intentions regarding passing on ownership of the business after your passing." - Inna Fershteyn Businesses Require Proper...
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 J. Foley...
Funeral Arrangements – Should You Make Your Own?
"Death is a subject none of us want to confront. Talking about death causes us to face mortality and run head-on into the fact that we will not always be here. Yet death is inevitable and planning your funeral is a lot like planning for retirement. It requires honest...
Baby Makes 3 – So What’s Next?
"Once couples have children, they are eager to get a plan in place for who will take guardianship of their children. Having children and not having a will or a selected guardian means parents are left to worry about what would happen in the event of their untimely...
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Estate Planning
There are many moving parts with Estate Planning, and our team will help you confidently navigate the process. We will expertly guide you through the process and show you every rock in the river along the way.
Probate of Estates
Probate is the legal process of distributing the assets and estate of a deceased person. This includes resolving all probate property issues like taxes, insurance, title, and paying creditors for any outstanding money owed by the deceased.
Business Consulting
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