Estate planning

When you delegate responsibilities to your executor, you hope that he or she will acknowledge your wishes and live up to your expectations. Providing clear and concise instructions can facilitate the successful closure of your estate. Outlining specific...

After creating an estate plan, you must then keep on top of it and ensure that it accurately reflects your life at any given point. This is where reviews come into play. Experts suggest you review your estate plan once every 3 years. This can feel overwhelming. But...

Your financial well-being as the beneficiary of a trust relies on the ethical management of the investments and other assets in the trust. Your trustee has a fiduciary relationship with you, meaning that you put confidence in him or her to act in your best interests...

When it comes to your estate, you must think about everything that will happen once you die. This includes what your heirs may have to do to receive their inheritance.  You probably created your estate plan to ensure things go smoothly, but did you consider the impact...

Choosing a guardian for your children is an important reason to create a will. If you have yet to create this document, you are one of many parents who have not named a guardian for their children. According to a survey produced by Caring.com, approximately 6 out of...

Your marriage gives you the opportunity to share a lot of things with someone you love including assets accumulated as a couple. Discussing the fate of these shared benefits can play a major role in the determining structure of your estate plan in Texas. As your life...

Reviewing your estate plan feels like an enormous task, especially if it has many components. This may seem even more daunting if you review your estate plan as often as experts suggest, which is every three or so years.  But fortunately, there is a way to make it...

When planning your estate you may have concerns about your descendants facing probate. While this process of settling your estate can be costly and time-consuming, you can take steps to ease the burden with your estate plan. Review the factors that determine whether...

One of the more important aspects of the estate planning process is for those engaged in it taking advantage of those opportunities available to preserve assets for their beneficiaries in Texas. Yet many people may resign themselves to the notion that they cannot...

Creating your estate plan is one big task down. But managing your estate takes up even more time. On top of that, how do you let your family and loved ones know about the plan? You may not even want to tell them at first. But letting your family in on the details of...