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Articles Posted in Estate Planning

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Use Family Meetings As A Forum For Estate Planning in Houston

A productive family meeting can have a profound impact not only on the individual family members who attend, but also on all those they interact with afterwards. Communication is key when it comes to estate planning. In fact, the entirety of an estate plan – from the advance health directives…

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Are You A Money Manager For Others in Houston?

If you’re handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker than you think. Managing your personal finances can be a challenge. But what if you had to manage money for someone else? Managing the finances of a…

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Your Houston Business Exit: By Design Or By Default?

What will be the most likely exit scenario from your business when the time comes? If you own a small business, what will your last day at work be like? What is your exit strategy? The answer hinges on whether your exit will be by design or by default. To…

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Houston Parents Should Share Financial And Estate Plans With Family Members

Give a copy of your wills, trusts and powers of attorney (financial and health care) to anyone named or authorized to act on your behalf, and store the originals at home; otherwise, your children could have trouble getting them at the critical time. The best laid plans of mice and…

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Debts And Death – What You Should Know about Death in Houston

Coping with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on the deceased person’s credit card debt. But can a bank collect a credit card debt owed by your deceased parent or spouse? By and large, we talk about…

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Using Trust Funds To Purchase Home in Houston

As interest rates rise, more children of high-net-worth families are likely to tap into their trust funds to buy a home. Buying a home means chaining yourself to a mortgage and the financial institution holding it. This arrangement is oftentimes considered a necessary evil of adulthood. But then again, when…

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