Category Archives: Financial Planning

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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Estate Planning Complete? Not Another Issue!

For this series of postings, we are assuming you have taken care of preparing and keeping current all of your estate planning documents like a will, trust and powers of attorney.  But there are numerous other items that you should … Continue reading

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