Your Collection Needs to Be Part of Your Estate Plan
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an estate planner’s nightmare.
October 2, 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A will that’s lost, outdated, or inaccessible can send even the most well-intentioned estate plan straight to probate court.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
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
Parents with Young Children need an Estate Plan
Estate planning ensures that your children and assets are cared for according to your wishes.
August 27, 2025
The Estate of The Union Season 4|Episode 5 is out now!
The Estate of The Union Season 4|Episode 5 is out now! We’re all aware of various “certifications.” Organic food is certified, used cars are certified
August 5, 2025
Moving to Another State can Impact Your Will
Wills don’t automatically become invalid when you move. However, state laws can affect how they’re interpreted or enforced.
July 29, 2025
Estate Planning Mistakes Financial Advisors Make
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
July 24, 2025
Ensure Your Heirs Have Access To Your Crypto Holdings
Without a clear plan, your cryptocurrency wallet and assets could become permanently inaccessible after your death.
July 9, 2025
Avoid the Survivor’s Tax Penalty After the Death of a Spouse
Losing a spouse is emotionally devastating. However, many surviving partners also face an unexpected financial blow in the form of higher taxes.
June 30, 2025