Estate Planning

Downloadable Inheritance Timeline Checklist PDF

Navigating a large inheritance is one of the few times in life when grief and complex financial decisions collide. In my 25+ years as...

Downloadable Inheritance Timeline Checklist PDF

Navigating a large inheritance is one of the few times in life when grief and complex financial decisions collide. In my 25+ years as...

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Downloadable Inheritance Timeline Checklist PDF

Navigating a large inheritance is one of the few times in life when grief and complex financial decisions collide. In my 25+ years as...

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...

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How Much Does a Living Trust Cost To Set Up? A Comprehensive Guidew

When it comes to estate planning, setting up a living trust can be a vital step to secure your family's financial future. However, you...

The 5 Most Devastating Estate Planning Mistakes (And How to Avoid Them)

In my near 30 years as a financial planner, I've learned that estate planning isn't about preparing for death; it's about taking control of...

Estate Planning Trusts Guide 2026: Types, Benefits & Tax Strategies

For nearly 30 years as a financial planner, I’ve seen one word paralyze more families than any other: probate. A recent AARP study found that the...

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....