Leaving a meaningful legacy for your heirs and beneficiaries takes planning. Inheritances are generally a direct result of a lifetime of savings and careful spending. But if you have been to the store lately or started the process of making a big purchase, you have probably noticed a sharp increase in prices. It appears our […]
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What Happens to a Personโs Debt When They Die? One of the most frequent questions I receive in my probate practice is how to handle the debts of a person who has passed away. Most people want to know who has to pay the debt and what happens if the debt is not paid. With
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A thoughtfully created estate plan is key to reducing challenges by family members or other outside influences. Below are 10 strategies to discuss and implement with your estate planning attorney that could potentially reduce challenges to your estate plan and create a more meaningful legacy for your beneficiaries. 1. DONโT PROCRASTINATE! If you wait to
10 Strategies for Avoiding Challenges to Your Estate Plan๏ฟผ Read More ยป
First, put down the red pen. Second, call your estate planning attorney. Can I Handwrite My Changes on the Will? A court reviewing a signed Will must determine the validity of the Will. In Texas, a Will is valid if it is typed and then signed by the person making the Will, or if it
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The caregiving and supporter role often arises out of crisis. A loved one becomes disabled, or worse, unexpectedly passes away. Itโs natural for family members and friends to want to help, but itโs also important to consider the legal obligations underpinning these roles. Defining โFiduciaryโ Fiduciary roles often arise out of legal documents and relationships
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“When to update a Will” is a frequent question in my estate planning practice. I build contingencies into my clients’ Will and Trust documents so that they only need review it at certain life events. Below are important life events that trigger the need to update a Will and estate plan. Top 5 Reasons for
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