Estate Planning is increasingly Popular with Millennials
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
January 3, 2024
Wise Strategies to manage an Inheritance
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
December 21, 2023
Last Will and Testament is different from Living Will
Estate planning legal matters are already confusing enough, so it certainly does not help to have similar names for related but completely different documents.
December 14, 2023
The Estate of The Union Season 2|Episode 11 is out now!
The Estate of The Union Season 2|Episode 11 is out now! Sylvia Holmes makes a fabulous guest! She is a Travis County Justice of the
November 13, 2023
You Need Two Kinds of Power of Attorney Documents
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
November 7, 2023
How Should you Handle an Inheritance?
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
November 1, 2023
Tax Strategies combined with Estate Planning can Safeguard Assets
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
October 23, 2023
Life Insurance should be Major component of Estate Plan
No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.
October 19, 2023
Where Should You Store Your Will?
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
October 17, 2023
‘Pour-Over’ Will is vital to a Revocable Trust
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
October 9, 2023