When a loved one passes away there are many practical things that need to be done. Of course, a period of grief is expected and needed. Even paying bills can be put off a couple of weeks while funeral services are planned and carried out and the family grieves. Once…
For many people, creating strong and enduring family relationships is a lifetime priority. When putting an Estate Plan in place, most people hope and assume that their wishes will be carried out peacefully and and with civility by their family members. However, the emotional circumstances of death combined with the transfer…
We Are Thankful for Our Wonderful Clients! We hope you are enjoying the cooler temperatures that have finally arrived for us in Central Texas! We’d like to take this opportunity to wish you the happiest Thanksgiving. We hope you have a wonderful holiday with your family and friends. Beyond that, we…
“Adult children and their parents may find the holidays a good time to discuss the what-ifs that lie ahead. Such conversations can help set expectations so that there aren’t any unpleasant surprises in the future. Articulating the rationale for choices can preserve sibling relationships after the parents are gone.” –…
We love our clients! Thankful for the Tiff’s Treats sent from some wonderful clients today! It definitely made our day sweeter.
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.…
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…
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
When creating your Estate Plan you may want to consider incorporating philanthropic giving: How To Incorporate Philanthropic Giving Into Your Estate Plan
“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…