The best way to begin the task of choosing an Executor is not necessarily to look for a family member you trust the most. Rather begin with looking at the job of an Executor, whether volunteer or paid. Below is a list of tasks that are usually expected of the...
When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out the necessary tasks of settling your estate or managing your Trust. You will leave explicit instructions on how you want things handled, and you need to...
There is a new Statutory Power of Attorney effective September 1, 2017. Here is a link to the new form: https://hhs.texas.gov/laws-regulations/forms/miscellaneous/sdpoa-statutory-durable-power-attorney. We are including the new Statutory Power of Attorney with every...
No one wants to think about their own death, but we should plan for it, as it will happen one way or another. There’s more to consider than funeral arrangements; you also have to sort out who will be taking care of your children, who will take care of your...
Has it been 3 years since I prepared your will or trust? If so, we need to meet. When I design an estate plan for my clients, I discuss the importance of reviewing the plan every 3 years. A lot can change in a few years. If I prepared the will or trust for you, I...
