What documents should be included in an estate plan?
Estate planning is about more than deciding who inherits your property. A comprehensive estate plan helps protect your family, provides guidance during medical emergencies and ensures your wishes are carried out if you become unable to make decisions for yourself....
When should you update your estate plan?
Many people forget about their estate plan after the first draft. However, there are many reasons to return to an estate plan. As life goes on, you may need to consider updating your will, trust and other legal documents that make up your estate plan. Here are a few...
How estate planning can help protect loved ones with special needs
Planning for the future often means thinking about the people who depend on you the most. For families with a loved one who has special needs, that planning can help to bring both peace of mind and important long-term protections. Every family's situation is...
Advantages of a POD account in estate planning
When planning your estate as a Texas resident, the goal is often to ensure your assets reach your loved ones seamlessly. A Payable-on-Death (POD) account can be helpful because your bank account passes directly to a named beneficiary when you die. Aside from a...
Why you should have a will sooner than you think
Most younger couples do not spend much time thinking about estate planning. They often think it’s something that can wait until later in life. However, one sudden illness or accident can leave loved ones facing hard financial choices. Unexpected events may raise...
6 common types of wills that every family needs to know in Texas
You have six powerful options when drafting your will in Texas. Understanding each type helps you choose the best fit for your family's unique situation. Without the right will in place, Texas law decides who gets your assets and who cares for your children. That's...
What are the requirements for will witnesses in Texas?
Wills hold significant legal authority. It is therefore important to ensure that they are valid and legitimate documents. In some cases, people create holographic wills written in their own handwriting. Those using printed or typed documents generally need to have...
3 ways an estate plan gives your growing family a solid foundation
Building a family for the first time often comes with juggling new responsibilities, from caring for young children to managing a household budget. During this busy stage of life, long-term planning can feel like the last thing on your mind. Estate planning, however,...
How to make sure your will stands up in court
Creating a will is more than just noting down what you want to happen to your assets when you’re gone. It’s also about protecting your legacy and securing your loved ones’ financial future. As such, your will should be structured to withstand legal scrutiny and...
2 tactics to update your estate plan
It is important to remember to update your estate plan. Drafting one is a crucial first step. But if you then forget about it or neglect it, it could be very outdated when your family finally puts it to use. There are a few different ways that you can address updating...
