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Retirement Travel. Senior couple dancing on the beach happy and relaxed. Time to update estate plan.

Why Retirement Is the Right Time to Revisit Your Estate Plan

Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good book, a steaming mug of tea or coffee, and no oth… Read More
Photo of two fingers of a loving couple as unmarried partners

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Couples

More couples than ever are building deep, lasting relationships without ever walking down the aisle and staying as an unmarried couple. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitme… Read More
Joint Tenancy Agreement being signed

Parental Warning: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

Do you own your home, other property, or a financial account with someone else, such as a spouse or an adult child? If so, you might be surprised to learn that a common way of owning property could cause problems for your loved ones in the future. Jo… Read More
person holdnig a model of a house in one hand and a set of keys with a house keychain in the other

If I Leave Someone My Home, What Do They Really Get?

Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound cold. A home is far more than an assortment of materials and possessions. It is also a place to live, gather, create life stories, an… Read More
Hand Writing Priorities Word Cloud for Estate Planning Priorities

Trust Funding: Setting Your Trustee Up for Success

A revocable living trust can serve as a valuable estate planning tool to help ensure that your finances remain well managed if you become incapacitated (unable to manage your affairs while you are alive) and to provide future financial security for y… Read More
Categories: Probate, Property, Trusts
Newlyweds walk down the aisle after being married, family applauds

Estate Planning Strategies to Protect Your Spouse

You found the love of your life, and as you have built your life together, you have likely weathered your fair share of storms and grown stronger because of them. Now that you are married, you are uniquely situated to provide meaningful support for y… Read More
Two children and two teenagers with the savings for unequal inheritance

Does Treating Your Children Fairly Mean Unequal Inheritances?

When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair or doing what… Read More
Austin, TX--Cowboy memorial statue may artist Constance Whitney Warren established in 1952 sitting in front of the Texas capitol building downtown Austin. Texas Capitol Demonstrating unclaimed property and escheat to the state

Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan so any Unclaimed Property Does Not Escheat

Americans tend to bristle when any level of the government meddles in their private lives, especially with their money. Look no further than the famous “death and taxes” quote for a sense of how Americans feel about bureaucratic creep and governm… Read More
Fish bowl over piggy bank symbolizing asset protection

Three Asset Protection Tips You Can Use Now

A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tena… Read More
Two women sitting next to each other hugging while one holds up the keys to their new house.

Buying a Home with Someone Other than a Spouse? Be Mindful.

Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as a friend, relative, or significant other. Although this arrange… Read More