Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 2025
When Your First Choice of Trustee Declines
Even the most trusted family member or friend may decline to serve as trustee. The role can be demanding, involving complex legal responsibilities, financial oversight and ongoing reporting obligations. Some individuals may lack confidence in managing investments or navigating government benefits for people with special needs. Others may be concerned about the time commitment or potential conflicts with other beneficiaries. Understanding the reasons for a refusal can help you adjust your approach. Sometimes the concern is about specific duties, which may be alleviated by offering professional assistance or co-trustee arrangements. In other cases, it may be a firm decision based…
September 22, 2025
How and Where To Store Your Will
A will that’s lost, outdated, or inaccessible can send even the most well-intentioned estate plan straight to probate court.
September 18, 2025
Travelers Need These Estate Planning Documents
These aren’t just hypotheticals; they’re avoidable moments of chaos if the right documents are in place.
September 16, 2025
The Estate of The Union Season 4|Episode 6 is out now!
The Estate of The Union Season 4|Episode 6 is out now! We continue our Conversations with Non-Profits series, where our listeners have an opportunity to
September 11, 2025
How the 2025 Tax Law Impacts Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
September 10, 2025
It is Wise to Add Your Trust to Your Homeowner’s Policy
Many homeowners risk denied claims by not listing their trust on insurance policies.
September 8, 2025
Health Care Proxy and Power of Attorney are Essential Tools in your Estate Plan
What people fail to realize is that your estate plan is more than just distributing your assets after you pass away.
September 4, 2025
How Wealth is Distributed in Blended Families
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
September 2, 2025
Choosing the Right Estate Planning Attorney in Texas: Questions to Ask Before You Hire
When it comes to estate planning, choosing the right attorney can make all the difference. Your estate plan isn’t just about documents—it’s about protecting your
September 1, 2025