Many young couples choose to hold off on estate planning because they feel they are too young to worry about estate planning and death. Maybe it’s because they think they don’t have enough assets to begin an estate plan or they just don’t want to think about death and what…
Articles Posted in Estate Planning
Don’t Wait for a Rainy Day to Get Organized, Especially Not in Houston
Yes, you have an organizational style. It may be chaos, or it may be hyper-organized. Either way it is still a style. Moving from paper to digital feels more organized, but it also requires management. There are a number of different ways to approach any problem, including getting financial documents…
Financial Tactic for Houston Alzheimer’s Patients: A Trusteed IRA
Houston families with an Alzheimer's patient must address the issue of financial planning as well as care and treatment. A number of planning tools should be discussed once a diagnosis has been made. Any family faced with helping a loved one who has been diagnosed with Alzheimer's disease has a…
Financial To-Do List: The Master Directory and File Clean Out
Anyone who has cleaned out someone else's filing system knows that we all keep way more paperwork than needed. Spare your loved ones and get started now on cleaning up and creating a directory. Some people won't set foot into a supermarket without a shopping list. They are the people…
Every Houston Family Needs Estate Planning, Especially When It’s Complicated
A will is the best known estate planning document; it provides instructions about how to distribute your assets after death. There are many different kinds of trusts, and whether you need one or more than one is best determined with the help of an experienced estate planning attorney. There is…
Spring Cleaning? Don’t Forget Your Houston Estate Plan
Throw open your windows, put the screens back in and get ready for more outdoor time, whether that means gardening or walks in the park. While you are at it, refresh your estate plan. If it has been three years or more since you last had it reviewed, it is…
Survey Shows Wealthy Clients Need Solid Communication Regarding Houston Estate Plan
More times than one would think, the very wealthy start the process of working with an estate planning attorney, discussing the plan and figuring out how to achieve specific goals. But many stop short of actually executing the plan. What leads this to happen? In an attempt to understand why…
Estate Planning is the Perfect Gift for Your Houston Family
In the absence of proper estate planning, medical care decisions can be delayed and families may face expensive and unnecessary costs. Think of your estate planning as a gift you can provide for your loved ones that will let them know you were thinking of them after you have passed.…
Wealthy Family Goes Public With Estate Battle
Facebook has become the source of revolutions, personal journeys, and now, estate battles. When one of America's most admired art collectors passed away last year, she had an estate plan in place. Her husband of 14 years apparently didn't like the terms and is challenging the will. Her adult children…
First Quarter: Time to Review Houston Estate Plan
Over the course of time, things change that have an impact on your estate plan. Your children may have married or welcomed a new baby into the family. Perhaps you moved, or maybe you were widowed. Life is filled with changes, at every stage, and your estate plan needs to…