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 checklist can help! Your…
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 Estate Planning
“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 denial.…
“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 Designated Survivor: Beneficiary Designations Can Make – or Break –…
“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 evaluation…
“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 death.” –…
Many of us are collecting valuable airline miles, credit card points, etc., but what happens to them when you die? Well, that depends. This article breaks down many different airlines and what options are out there: What Happens to Your Points and Miles After You Die?
Headed towards retirement? Here are some things to keep in mind: The 10 commandments of retirement
“Clients often think trusts can do everything – as if they are magical creatures – the unicorn of estate planning. All their problems are solved because they have a trust. That may be the case, but it may not. Different trusts do different things.” – Christine Fletcher 9 Reasons Why…
“Death isn’t what it used to be. Write a will, put stock certificates and the deed to your home and a few other pieces of paper in a safe deposit box and you were set for life for the hereafter. But digital assets from crypto to online contact lists have…