We’re Moving!
I have some exciting news–we are moving our office in December to 924 N. Elm! It has been quite an adventure getting…
Spousal Lifetime Access Trust (SLAT)
Do you want to protect a portion of your assets from creditors and reduce your taxable estate for estate tax purposes, but…
Top 12 Estate Planning Mistakes – How to Detect and Avoid Them Part 3
Mistake #3 – No wealth transfer strategy Your wealth transfer strategy needs to be tailored to your assets and your family situations….
Top 12 Estate Planning Mistakes – How to Detect and Avoid Them Part 2
I had a client who was hit by a car while riding his bike. He was in a coma for 3 weeks….
Why do I want a Living Trust?
A living trust appears to be like a will, in that the creator of the trust names a beneficiary of all of…
Seven Steps to Take After Losing a Loved One
After we lose a loved one in the family, the last thing we want to worry about is taking care of his…
Top 12 Estate Planning Mistakes – How to Detect and Avoid Them Part 1
One of the more popular speeches that I give is on the Top 12 Estate Planning Mistakes–How to Detect and Avoid Them….
We had a wonderful time in Washington
We had a wonderful trip to Washington, D.C. a few weeks ago. Brad and Matthew are the perfect age to appreciate the…
Servicing Your Estate Plan for Every Stage in Your Life
Once you create an estate plan, it’s very easy to just file it away and consider everything to be complete for every…
Have you reviewed your will or trust in the last 3 years?
When I design an estate plan for my clients, I discuss the importance of reviewing the plan every 3 years. A lot…
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Office Hours
Monday: 8:30am - 5pmTuesday: 8:30am - 5pm
Wednesday: 8:30am - 5pm
Thursday: 8:30am - 5pm
Friday: 8:30am - 5pm
Denton
Aubrey
Bartonville
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