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Have you ever heard of the phrase, “I need a firm grip on the situation first”? Or has someone ever told you they will do that thing they’ve been meaning to do once they have a “firm grasp” on what exactly they need to be doing in the…
Learn moreBlended families face unique estate planning challenges. In a blended family one or both spouses have children from prior marriages or relationships. They may also have children together from the current marriage. In the United States, about half of all marriages create blended families. A common estate plan…
Learn moreThe Democrats in Congress have recently put forth a proposal that could affect a lot of people with estate tax and related estate and gift tax issues. I want to go ahead and take the time to just kind of go over their proposal and some of the…
Learn moreAre you choosing an executor for your estate or has someone asked you to serve as an executor? Before making your decision, you’ll want to have a good understanding of what an executor, also called a personal representative, does. The executor is the person in charge of probating…
Learn moreMost adults will have to get something notarized at some point in their lives The public’s perception of what a notary does and what notarization accomplishes is often incorrect. This is particularly the case when a person brings a document to a notary public to be notarized, thinking…
Learn moreNational Estate Planning Awareness Week falls between the 18th to 24th of October this year. It is a public campaign to create awareness about Estate Planning and help people understand why it is important to plan for their estates. According to a Wills survey conducted by caring.com in collaboration with…
Learn moreHello, friends. I wanted to take the time today to tell you about the three different options that are available for your estate planning in Texas. The first option is not the one that I would recommend. The First Option is to Not Do Anything. The state does…
Learn moreFrom the first day you start your business, you want to make sure your business plan is coordinated with your succession plan. Many business owners are so wrapped up in their business that they don’t even think about a succession plan until a year or two before they…
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