Probate Mistakes: 6 Ways to Avoid Family Fights
Imagine for a moment that you just lost a loved one. Perhaps it was your sweet mother or father. Maybe it was…
Trust Scams Are on the Rise: Here’s What You Need to Know
It truly is hard to fathom that there could be a downside to establishing a Trust. The positives are everywhere: avoiding probate,…
Who Are the Three Key Players in Your Family Trust?
Establishing a Family Trust as the focal point of your estate plan is one of the greatest gifts you can give yourself…
Estate Planning Isn’t Only for the Super Wealthy
You are spending a quiet afternoon having lunch with a few friends. At some point during the conversation, one of them mentions…
Do You Have to Formally Close an Estate in Texas?
All good things must come to an end. Right? Well, in the case of formally closing an estate, that is not always…
Do You Need a Revocable or Irrevocable Trust?
Imagine for a moment that you and your spouse are ready to establish a Trust. Great! You are making a wise decision…
Executor’s Responsibilities Explained: Managing Assets, Expenses, and Creditor Claims
Being named executor or administrator for a loved one’s estate plan can be a wonderful honor. It shows they trust you to…
As an Executor, What Should I Read First When Reviewing a Will?
The title of this blog post is such a fantastic question. It is also extremely logical. After all, a loved one’s Will…
Serving as a Trustee? Why Trust Documents Can Be Hard to Read Without Legal Guidance
Being named the Trustee of a Trust is a massive responsibility, and it is a role you do not intend to take…
What Is the Difference Between an Independent Administrator and a Dependent Administrator?
Most people understand that an executor or administrator of someone’s Will responsibility is to carry out the intent of the Will—and there…