
The One Form Blended Families Always Forget to Update
Updating a beneficiary designation is not hard. The reason this problem is so common isn’t complexity — it’s neglect.

Updating a beneficiary designation is not hard. The reason this problem is so common isn’t complexity — it’s neglect.

New spouse. Old will. That combo can quietly cut your kids out of everything — or hand your money to an ex. Here’s how to fix it.

Blended families often assume the property they bring into a marriage will remain theirs and pass according to their wishes. Unfortunately, Texas law is not always that simple.

The Estate of The Union Podcast – Estate Planning Challenges Blended Families Face In Texas is out now. In this episode of Estate of the

Failing to update your estate plan after a divorce can lead to unintended outcomes, including the possibility that an ex-spouse may still inherit from your estate.

The rules governing inherited retirement accounts have changed in recent years.

Outdated beneficiary designations can quietly override even the most carefully written estate plan.

If you’re unclear about the 10 things you should leave out of your will when drafting your estate plan, check out what legal experts have to say.

By staying on top of changes in tax law and other changing rules, you can secure a comfortable retirement.

A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.