Estate Planning

Owning and operating a business is a process that will take considerable time and effort. You may put most of your time into your daily operations, handling problems, speaking with clients and working hard to reach a certain level of success. You put the work into...

Putting together an estate plan is important for many reasons. In addition to helping better ensure assets are distributed according to your wishes, the estate planning process can also help you reach your financial planning goals. For many, this can include the use...

If you are the parent of a special needs child, you understand how important it is to ensure that they have what is necessary for the future. Providing for future needs could be one of your main objectives when creating an estate plan, and the specific tools you need...

Planning for the future is a unique and deeply personal process, and creating critical financial and legal documents depends on one’s individual concerns and objectives. If you are considering the plans you need for security and control over your assets, you will...

If you have a will, you are already ahead of most of the population. Almost three-quarters of adults ages 45 to 59 in the United States do not have a will or estate plan of any kind. Now that you have one, you are good right? No need to worry about it anymore!...

Adults often plan for the future with the goal of caring for their loved ones long after they are gone. For example, if you are a grandparent in Texas, one of the things you may want to accomplish with your estate plan is to leave your grandchildren an inheritance....

Marriage is more than just a love story; it is a partnership. One way to help better ensure our partners are prepared for anything life could throw our way is to have an estate plan. Although the details of the plan will vary for each couple, every couple can benefit...

Probate. Some see it as a dreaded word, something to avoid at all costs. After all, going through court to sort out the distributions of assets sounds horrid. In some cases, it lives up to the reputation. But in others it works out just fine. With a little prep work...

Beneficiary designations are handy legal tools that guide the distribution of certain assets. They are commonly included on bank accounts, life insurance policies, annuities, and retirement assets like 401(k)s. This legal tool is generally present when the person who...

If there is anything that the recent months of unprecedented health concerns have taught, it may be that life is very fragile and uncertain. Yet many still put off creating an estate plan that could provide a future of security and stability for their loved ones. ...