| Read Time: 3 minutes | Estate Planning

How Much Does Estate Planning Cost in Texas?

If you’re wondering how much estate planning costs, you are not alone. In fact, it is quite common for people to ask, How much does estate planning cost?  While there’s no simple answer to this question, there are certain things you can take into consideration to better determine what your estate plan might cost.  When you have questions about...

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| Read Time: 3 minutes | Probate

What Is Probate, And Should You Avoid It?

Surely you’ve heard the term “probate”– but for most people it may sound like an alien term. What is it? And why does it seem like people want to avoid it? PROBATE is, according to Merriam-Webster, the action or process of proving before a competent judicial authority that a document offered for official recognition and registration as the last will...

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| Read Time: 2 minutes | Asset Protection

Learn About Asset Plans For The Recently Single

If you’re going through the big D and it doesn’t mean Dallas, there’s understandably a lot on your mind and your proverbial plate. Whether you’ve been with someone one year or 25, divorce can put an immense amount of stress on an individual for several reasons including the financial details that need to be taken care of in order...

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| Read Time: 2 minutes | Estate Planning

Do-It-Yourself Estate Planning: Does It Really Work?

A living trust is becoming more and more popular for those who are realizing a will alone will not save them or their families from expensive legal proceedings or probate. The popularity of these trusts is a good thing, protecting people and assets around the country. However, many people wonder if it is necessary to hire a lawyer to...

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| Read Time: 2 minutes | Estate Planning

Estate Planning For Unmarried Couples – A Checklist

In 2018, more and more couples are starting non-traditional families, or buying homes together before they are married. It’s extremely common for most unmarried couples to accumulate shared property, but less common to consider how the property will be dealt with in the event of the end of the relationship, or more dire circumstances. It isn’t just a matter...

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| Read Time: 2 minutes | Estate Planning

Are Millennial Parents Better Off Than Other Generations?

Millennials invoke a lot of opinions – they’re the “me” generation, they are accused of acting entitled in job searches, they’re living in their parents’ basements. There are several articles on the internet that would tell you millennials are worse off than their parents. However, recent studies show that millennials who are starting families are saving at higher rates...

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| Read Time: 3 minutes | Estate Planning

Why Estate Planning For Young Families Is Crucial

For many young couples, estate planning can be a topic that slips through the cracks or is seen as something reserved for retirees and the elderly. Then, something tragic happens and a spouse or other family member may be forced to make tough decisions under duress, because they are completely unprepared for making end of life decisions. We think...

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| Read Time: 2 minutes | Estate Planning

Federal Employees Need Estate Planning, Just Like The Rest Of Us

Many people, including federal employees, think estate planning is just for the well-to-do. FedSmith’s article, “Estate Planning for Federal Employees,” says that at the very least, you should understand what estate planning is, so you can make a decision regarding the legal documents you need. You don’t want to create a stressful problem for your family and loved ones. We also want...

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| Read Time: 2 minutes | Retirement Planning

Are You Planning Your Retirement Backwards?

Many people only focus on what’s happening inside their portfolio at this very minute. A recent Kiplinger article asks, “Is Your Retirement Plan Completely Backward?” According to the article, many investors have their tools, but not a plan. That’s backward, because retirement planning is a process. Consider these steps: Your financial strategy should help protect and preserve the assets you don’t draw from...

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