Make Sure Your Financial Information Is In Order

Make Sure Your Financial Information Is In Order

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones’ burden in the future. It will ensure proper management of your financial situation and afford control over...
Prepare a Letter of Instruction For Your Estate Plan

Prepare a Letter of Instruction For Your Estate Plan

Whether you currently have an estate plan in place or are starting from scratch, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your...
Planning Ahead For Children With Special Needs

Planning Ahead For Children With Special Needs

Estate planning requires specialized planning especially when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis...
How to Pass on Family Values as Part of an Inheritance

How to Pass on Family Values as Part of an Inheritance

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of...
Understanding the Probate Process in Texas

Understanding the Probate Process in Texas

Probate is the legal process for authenticating a deceased person’s will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will’s...