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When you work hard all your life to build wealth and create opportunities, it is only sensible to want to protect what belongs to you and leave a substantial inheritance for your loved ones. And this is where planning for your asset protection comes in. But what...
Creating a will isn’t a one-and-done process. You’ll likely make many wills throughout your life to ensure that your assets and wishes are up to date by the time you pass away. Without an updated will, many of your assets may be left without a beneficiary in mind and...
Estate planning is synonymous with creating a will for many people. Some estate plans do only include one document, and people can achieve numerous crucial goals with just a will. They can name a guardian for their minor children and arrange for the descent of their...
Have you ever made an estate plan? If not, then you should understand it is the legal process of preparing your assets for your heirs in the event of your passing. This way there will be less fighting over your estate. There’s a lot to consider in an estate plan and...
A dynasty trust is an estate planning tool that allows you to protect your wealth for generations to come. However, until recently, this was not really an option if you lived in Texas. A 2021 law change now makes it possible. You can now pass on your wealth from...
It is disheartening to learn that by some estimates, 90% of affluent families have lost the bulk of their resources and prosperity by the third generation. We live in times of chaotic changes for which there is no way to anticipate every outcome. But there are ways to...
Estate planning is largely about distributing your assets upon your death. While a will is one useful instrument that can put this in motion, there are several others to choose from and include in your estate plan. A trust may be more suitable for some of your...
Texas is now among the numerous states that allow people to transfer real property to their heirs through what’s known as a “transfer on death” deed (TODD). Whether you have a will or not, this is something that you may want to consider for your estate plans. It has...
Strictly speaking, creating an estate plan isn't necessary for someone to ensure that their immediate family receives the property from their estate. In theory, all adults in Texas have protection if they die without a will on record. State statute establishes...
Creating an estate plan is the first step to ensuring your loved ones are taken care of after you pass. However, if you make mistakes or don’t follow the established rules, you may cause probate to last longer than it must. While this is true, there are also steps...