“The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time. Everyone should have a plan…
“During the holidays, it can be hard to find the time (or desire) to review your finances and estate plan. To help with that effort, here is a short list of things that you can easily accomplish before the ball drops on New Years’ Eve.” – Lisa P. Staron A…
Blended families have some additional factors to consider in their Estate Planning: Seven Estate Planning Considerations for Blended Families
“Selecting the right guardian to care for minor children is one of the most significant planning decisions you can make, as it may set the course for the rest of several people’s lives. It is of the utmost importance to choose a guardian with whom you and your kids are…
We can’t say it enough: communication is key! Schedule an annual (at least!) appointment with your spouse to go over things and ensure everything is in order in the event of death. This article is a great checklist! 10 Tips to Help Protect Your Spouse
If you have an online business or side hustle, it’s essential that you take steps to protect your intellectual property. Logos, written material, and inventions need protection. Here are some steps you can take: Trademark Your Logo While not a legal requirement, trademarking your logo for your small business is…
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.” –…