A boutique estate planning firm with a commitment to innovative and sophisticated legal solutions.
Family members may potentially have questions about the legitimacy of a loved one’s estate plan. In some cases, documents may be quite outdated. Other times, family members may believe that a particular person inappropriately influenced the testator to include terms...
It can be challenging to ask someone, particularly someone you have a personal relationship with, to carry out the wishes in your will and other potentially complex duties. Thus, it's vital to know how to handle this conversation. Here is how you can ask someone to be...
When putting your affairs in order by creating or shoring up your estate plan, the many decisions you face can be overwhelming. It is easy to overlook some things -- especially items they don’t think of as traditional assets. Many people are surprised when they...
Parents often expect estate planning disputes between their children to revolve around major assets. For example, maybe they have a $1 million vacation property. They’re going to leave it to all of the children jointly, but it could cause conflicts if some of them...
A financial power of attorney (POA) in Texas grants an agent the authority to manage the financial affairs of the POA’s creator. This is an important document to set in place as part of the estate planning process because an agent can care for a POA creator’s finances...
The main goal of your estate plan is likely just to pass your wealth on to the next generation. You certainly can use it to do other things, such as making healthcare or medical decisions, but asset distribution is one of your top areas of focus. There are many...
Trusts are great financial vehicles for preserving generational wealth. But there are potential pitfalls of which those funding the trusts should be aware. One thorny issue that can create problems is the choice of trustee over the funds of your beneficiary. Read on...
Ensuring the protection of your wealth is not just about managing your finances during your lifetime but also planning for unexpected events, such as incapacity. Incapacity can strike anyone due to illness, injury or other unforeseen circumstances. When incapacitated,...
Estate planning largely revolves around an individual making plans for when they die. A will is a crucial component in this process. It can outline who should receive different types of assets. When a loved one passes away, this can be very upsetting for friends and...
Crafting a well-rounded estate plan is vital for many reasons. It can help to ensure that your assets are distributed per your wishes and allow you to control your finances and healthcare if you become medically incapacitated. For many, estate planning goes beyond the...