How to Avoid a Will Contest in Six Steps
Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
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What Should You Do If Your Estate Plan is Out of Date?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 However, now it’s outdated.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.
How Dia de los Muertos Can Improve Your Estate Planning
What is Dia de los Muertos? Dia de los Muertos, or Day of the Dead is a celebration to honor deceased ancestors and loved ones. Observed on November 1st in the United States, Dia de los Muertos originated in Mexico, but similar observances (All Souls Day, All Saints Day, Obon Festival (Buddhist), Pchum Ben Day […]
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.
National Estate Planning Awareness Week
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
What are Biggest Financial Blunders Folks make after 50?
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
5 Tips to Help You Avoid Estate Planning Scams
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
