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What you need to be ready for before your nuptials Some of you have been married more than once. Some of you have children from each of those relationships. Some of you still don’t have a will. If this describes you, guess what?! The Texas Legislature has prepared…
Learn moreDon’t Let Procrastination Ruin Your Vacation Plans I always say, It’s never too late to get your estate plan done, but don’t put it off. I want to take this opportunity to tell you a story about my good friend and client. My client and friend is a…
Learn moreThis is a subtitle for your new post Part of the reason that the Titanic sunk so quickly and so many lives were lost, was that the compartments that make up the hull of the ship were not completely sealed from one another. When the iceberg tore open…
Learn moreDIY Legal Estate Planning Documents Can Fail You Did you know, that 55% of the U.S. Population does not have a will, or other estate plan in place? I dare to say it is even higher. As a result, these families will be faced with extra legal expenses,…
Learn moreWhat You Need to Know to Keep Your Protection Do you know where your Corporate Book is right now? Some of you may wonder where it is, and others may wonder WHAT it is? Your Company Book is where you keep the legal records of your business. It…
Learn moreMy proven strategy can save you from risk in your business In my experience as a board-certified Estate Planner, I know that a lot of businesspeople don’t realize the magnitude of risk exposure, they put themselves in just by operating their business day-to-day. Some people unfortunately are one…
Learn moreWhat to know when moving protected assets I wanted to take this opportunity to talk to you a little bit about retirement plans and retirement accounts. Now, this is something that most people have, be it IRAs, 401Ks. There’s a few other alphabet soups and number soups that…
Learn moreA living will is an important document to have, but it has limitations. A health care durable power of attorney (DPOA) is a more versatile document that allows you to appoint a health care agent to act on your behalf. 1. WHAT A HEALTH CARE DPOA DOES A…
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