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The Corporate Transparency Act is Here: What You Need to Know

Business Formation, Estate Planning / January 15, 2024

What is the Corporate Transparency Act? The Corporate Transparency Act (“CTA”) became effective January 1, 2024 and impacts domestic and foreign companies operating in the United States. The CTA is a new regulation that requires certain business entities to report a beneficial owner’s identity to the U.S. Treasury Department’s Financial Crimes Enforcement Network (“FinCEN”), if […]

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Easy Money-Saving Tips

Estate Planning, News & Events / April 5, 2022

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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10 Strategies for Avoiding Challenges to Your Estate Plan

Estate Planning, Probate / February 3, 2022

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. DON’T PROCRASTINATE! If you wait to

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How to Amend Your Will and Estate Plan

Estate Planning / October 3, 2021

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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A Guide to Social Security Survivors Benefits

Probate, Social Security / July 7, 2020

What are Survivors Benefits: A Brief History Economic insecurity was a social issue our nation addressed over 80 years ago with the enactment of the Social Security Act in 1935. What most people don’t realize is that the Act also provides survivors benefits: spouses, children, and dependent parents of a deceased worker can receive survivors

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7 Ways to Avoid Probate

Estate Planning, Probate / June 12, 2020

Can I estate plan to avoid probate? In short, yes, there are some ways to exclude assets from probate. What is Probate? Probate refers to the legal process for distributing the assets of a deceased person, and often requires the assistance of an attorney and a court proceeding. Not only does probate come with a

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