Why are Contingent Beneficiaries Important?
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?
Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.
What Is Multigenerational Estate Planning?
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
Planning for Upcoming Federal Estate Tax Changes?
The closer we get to 2025, the more complicated estate planning gets for people who have an amount between where the limits are now and where the limits might be in 2026.
Transferring Property to Heirs? Skip Top Five Mistakes
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
Do Texas Newcomers Need to Update Their Wills?
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
These Celebrities Didn’t have Wills…But You Should
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
How to Protect an Estate from a Rotten Son-in-Law
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Key Documents For Your College Kid
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
What are Biggest Mistakes People Make with Social Security?
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
