Category Archives: Estate Planning

Planning for the Long Term

As with so many aspects of planning for our futures, many people try to hide their head in the sand when it comes to planning for living a long life that might involve a period of time when our expenses … Continue reading

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Do You Know Where Your Will is Located?

I will often have people call to update their will.  When I meet with them they usually have a copy of the will to show me.  I will usually ask them if they know where their original will is located.  … Continue reading

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Basics of a Texas Will

A Will is a legal document that has several functions.  It typically allows you to identify your beneficiaries, designate the way in which your property will be distributed, nominate an executor to manage your estate and distribute it according to … Continue reading

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Estate Planning for your Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

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