5 Estate Planning Tasks to Address Now, While You’re Able-Minded & Bodied

Silhouette photo of two able-bodied people running

Estate planning is often thought of as end-of-life planning, which leads many people to make the enormous mistake of neglecting the task until it’s too late. While, yes, some elements of an estate plan serve to protect your loved ones after you die, many others play an active role in protecting your well-being while you’re…

Read More

How to Avoid Probate in Texas: 4 Tips from a Probate Lawyer

Person peeping out through window blinds

Unless you’ve been invited to visit the Queen, a court date is never something to look forward to easily.  This is true of criminal court, bankruptcy court…and, trust a probate lawyer to tell you, this is also true of probate court. Unless you like paying fees, filling out forms, and shouldering stress, it is worth…

Read More

Do I Have an Estate to Plan at All?

Do I have an estate?

Ask most people about their estate, and chances are their response will fall somewhere between “Do I have an estate?” and “Who do you think I am?” After all, the word “estate” conjures images of wrought iron gates, statue-lined driveways, and palace-sized homes when—in reality—it simply refers to all the “stuff” a person owns. Without…

Read More

What You Need to Know About the Impact of the SECURE Act on Your Estate Plan

secure act estate planning

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect on January 1, 2020, and we saw some major changes…especially with regard to estate planning. More specifically, the SECURE Act impacted IRAs and 401(k)s, including the ability to delay distribution, as well as reduced flexibility for inherited IRAs. In light of…

Read More

Stop Procrastinating & Start Estate Planning: Tips to Get Started

estate planning

Why Do We Procrastinate When it Comes to Estate Planning? What happens after you die isn’t the most comfortable topic to think about, which is why many people to procrastinate when it comes to estate planning. Some common reasons why people are hesitant to plan what happens to their estates include: 1. Not wanting to…

Read More