Estate Planning

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Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...

Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...

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Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...

Texas Inheritance Laws & Intestate Succession: Who Gets What When There’s No Will?

Let's talk about something that makes most people's eyes glaze over faster than a tax code discussion: Texas inheritance laws. Specifically, what happens in...

No Will in Texas? Here’s What Really Happens to Your House, Land & Trusts: My 2025 Planner’s Guide

Ever sat with a cup of coffee, looked out at your little piece of Texas. Your home, maybe some family land - and had...

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The Most Common Estate Planning Mistakes To Avoid & How

Did you know that over 60% of adults in the United States do not have a comprehensive estate plan in place? It's a startling...

Types of Trusts: What Are The Benefits Of a Trust in My Estate Plan?

Are you looking to protect your assets, minimize federal estate taxes, and ensure a smooth transfer of wealth to your chosen beneficiaries? If so,...

What is Probate? How Your Estate Can Avoid Probate Process With a Will

Are you familiar with probate? It's a legal process that can be overwhelming, but I'm here to help. As an experienced financial planner, I've...

Wills: What a Last Will And Testament Should Include

What should a last will and testament include? A comprehensive will must cover five essential elements: Asset distribution: Detailed instructions on how your property, investments,...

How Inheritance Tax & Estate Tax Affect You: A Planner’s Guide for 2025

Just last fall in October 2024, a client I'll call 'Grieving Grace' sat in my office, completely overwhelmed. Her mother had passed, leaving her...

How to Receive Inheritance Money: A Planner’s 2025 Step-by-Step Guide

Receiving an inheritance is a profound, often bittersweet, experience. In my near three decades as a financial planner, I've sat at many kitchen tables...

29 Special Needs Trust FAQs: Frequently Asked Questions For SNT (2025)

Figuring out Special Needs Trusts can feel like solving a puzzle. As someone who's helped families navigate this complex landscape for years, I've heard...

Big Changes to Special Needs Trusts: A Planner’s Guide to the New 2025 Rules

One of the most common, and frankly, most heart-wrenching conversations I’ve had over my 25+ years as a financial planner started with a parent’s...

Nuncupative Will: Is a Verbal Will Ever Valid? (2025)

In an age of digital signatures and ironclad legal documents, the "deathbed will" spoken aloud feels like a relic. But this legal ghost—properly called...

Contesting a Will: A Planner’s No-BS Guide to Success in 2025

When a loved one's will feels like a betrayal of their true wishes, the sense of injustice is overwhelming. Challenging that will in court...

Testate vs Intestate: What Happens When You Die Without a Will?

In my 25+ years as a financial planner, I’ve seen very few things cause as much preventable chaos and heartbreak as a missing will....

11 Essential, Important, & Basic Estate Planning Documents You Need Today

Welcome to the world of estate planning! If you're here, you probably understand the importance of planning ahead and being prepared for whatever life...