There are certain reasons that establishing an estate plan with trusts can be of the utmost importance. Having minor children or grandchildren is one of those reasons. Most parents do not have time to keep up with their own tasks, let alone consider what would happen if they died Continue reading
Trusts: Personal Guidance from beyond the Grave
Life can get hectic for parents when the school year starts. Parents often juggle many different responsibilities, which increase with the number of children they have and activities the children participate in. Most parents feel like Continue reading
An Introduction to Dynasty Trusts
When people create estate plans, they typically focus on handing down their money and property to their children, grandchildren, and other living heirs. But some people want to leave behind a more enduring legacy. For those interested in multi-generational Continue reading
You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish?
What Are They?
Trusts, which are legal entities that hold title to property Continue reading
Discover the game-changer in estate planning that goes beyond a simple will. Do you want to unlock the secrets of trusts and unveil the numerous advantages they offer for managing your assets. Say goodbye to the time-consuming and expensive probate process, and embrace a solution Continue reading
The Importance of Proactive Asset Protection Planning
They say when life gives you lemons, make lemonade. But what if you could plant a lemon tree that bears sweet fruit so you wouldn’t even think twice about eating those lemons straight up? Life’s lemons like bankruptcy, divorce, Continue reading
Divorce is more common now than it was in the past. So is remarriage. However, it is not just your own divorce and subsequent marriage that can affect your Estate Plan – even a beneficiary’s or a fiduciary’s can significantly impact it, too.
When You Remarry
While the thought of having Continue reading
You Can Create a Highly Customized Method for Passing on Your Real Estate. Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is that investment property can also double as a personal Continue reading
Should You Include Your Stepchildren or Step-grandchildren in Your Will or Trust? The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, and in about half of those Continue reading
A Totten Trust is an effective Estate Planning tool for transferring your money to your beneficiaries with minimal to no drama. Find out more about how it works.
What Is A Totten Trust?
Totten trusts, or payable-on-death bank accounts, are an Estate Planning tool that allows you Continue reading
800 N. Industrial Blvd., Suite 106
Euless, TX 76039
While my address is Industrial Blvd, we are actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off of Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy at the far end of the building.
| Mon-Thurs | 8:30am-5:00pm |
|---|---|
| Fri | By Appointment Only |
| Sat/Sun | Closed |