Category Archives: Financial Planning

Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … Continue reading

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Involving Your Entire Family in Planning

As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading

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Who Cares for My Minor Children When I Don’t Have a Will?

In Texas, the law states that as a parent of a minor child you have numerous rights and duties.  Among them is to care, control, and protect the child.  Most parents also desire to keep their children safe, teach them … Continue reading

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