Estate Planning

New Year. New You. Resolve to Plan Better For Your Business

It’s time to take control of your finances and business. Estate and business planning are about taking control of your situation.  You have worked hard to cultivate your business. Now it’s time to make sure it is taken care of by critically thinking about your business’ future.  You cannot ignore estate planning and business planning.  …

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End of Year Gifting

With the New Year approaching, people often start making plans for the future. No matter what age you are, you should consider having an estate plan. Unfortunately, we do not know what the future holds and losing your life can happen unexpectedly. In an estate plan you can include how you want your assets to …

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Estate Planning for Co-Parents

“Co-parenting”, “platonic parenting”, and “parallel parenting”–social terms to describe the reality of many modern families– is becoming the norm. But what happens when one of the co-parents dies? When a Co-Parent Dies As devastating as this is for the child, the hardship to a platonic co-parent is just as profound. Where there were two wage …

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Are Handwritten Wills Legal?: A Discussion of Holographic Wills

“Holograph” is a fancy term for a document written entirely in the author’s handwriting. A “Holographic Will”, therefore, is a Will written entirely in the handwriting of the person making the Will. These Wills are also referred to as a “Dying Man’s Will” because they are sometimes written when death is imminent and without the …

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Preparing College Students and Young Adults for a Medical Emergency

When teenagers turn 18, the law presumes they are an adult.  At age 18, they are vested with the freedom to determine their residence, live on their own, vote, marry, and enlist in the military. This age often marks the first “adult” milestone: moving out of the family home and into a campus dorm or …

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7 Ways to Avoid Probate

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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What is a Living Will?

And what you need to know about a Living Will during the COVID-19 pandemic. When you are admitted to the hospital for treatment, you will be asked if you have any estate planning documents like a “Living Will”. In Texas, we call this document a “Directive to Physicians and Family or Surrogates” (or “Advance Medical …

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