Estate Planning: Revocable Trusts and Irrevocable Trusts
When Jimmy and Francis (not their real names) came to us to get their estate planning in order, Jimmy was in the…
Trusts and Making Even Wiser Decisions for Our Children
It is not easy to imagine anyone else raising your children. After all, you gave birth to them, taught them to walk,…
Estate Planning: Wills & Trusts, and Which One Is Right for You
Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great…
Who Can You Trust?
When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out…
What Trustees Do and Why You Need to Know
Whether you are selecting a Trustee for a Trust you are establishing or if you are being asked to be a Trustee…
Who Owns Your Vehicles?
Texas Department of Motor Vehicles has changed the way it handles the transfer of title for a vehicle owned by a deceased…
Spruce Up Your Old Trust With New Tax Advantages!
Bypass trusts can now be amended to take advantage of new tax laws. Bypass Trusts are also known as A/B Trusts, exemption…
Why Creating Your Will or Trust Online Could be a Huge Mistake
There are several websites that offer the creation of legal documents, such as wills, trusts, and business creation documents, for a far…
Estate Planning for Children with Special Needs
If your child has physical, emotional or mental challenges, careful estate planning is crucial. One of the most important reasons to create a proper estate plan is to preserve the child’s eligibility for government benefits and other programs. There are many things that could go wrong and jeopardize eligibility for those benefits. …
5 Mistakes That Special Needs Parents Often Make
There are many misconceptions regarding special needs planning that can result in costly mistakes in planning for special needs beneficiaries. MISTAKE #1:…