Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
Resolve to Do Your Estate Planning in 2025
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Facing the Future: Your Essential Estate Planning Guide
Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]
Discussing Estate Planning in the Holiday Season
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
What Should You Do If Your Estate Plan is Out of Date?
A farm couple spent a lot of money on their estate plan years ago. However, now it’s outdated.
Why are Inheritance Conversations Necessary?
Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
What’s the Difference Between an Heir and a Beneficiary?
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
Texas Estate Planning Essentials
There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, powers of attorney, and health care documents.
