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 But if you then forget about it or neglect it, it could be very outdated when your family finally puts it to use.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...
3 ways to protect young children with an estate plan
Many people wait to start estate planning until they are close to retirement age or facing major medical challenges. However, some people begin estate planning not for their own needs but out of concern for their loved ones. Parents who have just added children to...
Does a Texas will require a notary’s stamp?
Public notaries hold a degree of authority. They undergo a background check to prove they have no felony convictions or convictions related to crimes of moral turpitude. They must pay a fee to the state and obtain a notary surety bond from a business to have the...
3 ways drafting a will can help to protect loved ones
A will is a testamentary instrument. It details an individual's wishes regarding their estate. Adults in a variety of different circumstances may find that drafting a will not only gives them peace of mind but also protects the people that they love. The exact...
