September 3, 2024Outliving your Money – Do you have a CLEAR Picture?Outliving your money – Do you have a CLEAR Picture? The current economic landscape has many Americans reconsidering whether retirement […]
May 1, 2024Estate Planning PitfallsEstate Planning Pitfalls This article is written for informational purposes only and is not intended to be legal advice; any […]
May 1, 2024Legal: Estate Planning PitfallsLegal: Estate Planning Pitfalls The purpose of a Last Will and Testament, in large part, is to ensure that one’s […]
November 1, 2023Basic Estate PlanningBasic Estate Planning As the holiday season nears every year, and families begin to gather, I get one question more […]
September 1, 2022Legal: Will ContestsLegal: Will Contests In this writer’s experience, a well-drafted Will that is witnessed in accordance with the requirements and formalities […]
August 1, 2022Legal: PROBATE OUT OF STATE WILLSLegal: PROBATE OUT OF STATE WILLS As a Texas attorney, very often I encounter people who need to probate a […]
July 3, 2022The Secure Act RMD Rules for Beneficiaries- Are You Ready?Clear Direction for Your Retirement: The Secure Act RMD Rules for Beneficiaries- Are You Ready? There’s not much argument that […]
July 1, 2022Do I Need to Probate?This firm has been confronted with an alarming number of questions in the last couple of months regarding the need […]
June 1, 2022Legal Issues: Blended FamiliesLegal Issues: Blended Families Having a valid will is an important need in every family, but in a “blended family,” […]