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Articles Posted in Legacy Planning

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Shifting to Values-Based Estate Planning in Houston

Estate planning is a critical collection of documents that protects one’s assets and property for future generations. An “estate” is the collection of these documents, and it specifies who will protect ones’ wishes and act on them when the time comes. While estate planning is a centuries-old tradition that many…

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Can an Estate Plan Become a Legacy Plan?

The old saying that the first generation builds the business, the second generation struggles to maintain it and the third squanders everything, is sadly, statistically true. However, creating a legacy might give you better odds of success. If you’ve been responsible and had an estate plan created, you are way…

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Buyer Beware: Burial Plot Purchase Requires Shopping Savvy

Consider the amount of time you spend on planning a one-week vacation. You’ll want to spend more time on planning your eternal resting place. A local television station in Sarasota, Florida aired a news story about a cemetery where the grass and weeds were so overgrown they sparked complaints from…

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Contents of Will Publicly Announced British Actor Lord Attenborough’s Final Wishes

Upon British actor and director Lord Richard Attenborough's death, the value of his estate and his last wishes were made public via his will.  His estate in the United Kingdom was worth approximately £1.5 million, not including the value of any assets held in trust or any foreign assets. However,…

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