Category Archives: Trusts

When to Update Your Will or Trust

Friends often ask me whether they need to update their Will or Trust. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills” or “We already have … Continue reading

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What, me worry?!

Some people contacting my office with confusion in their voices are children of parents who set up a living trust and failed to communicate to their children the responsibilities they would have when mom and dad died or became incapacitated.  … Continue reading

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Does Your Estate Plan Include your Digital Assets?

Many of us have prepared our will or trust to distribute our assets when we die.  But what happens if your personal representative cannot find or access your assets?  This is what often occurs regarding your digital assets. So, what … Continue reading

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Estate planning? How to make the most of your money

The Dallas Morning News published the following article in its Seniors section several years ago.  I thought it was good and worth reprinting here. (ARA) – When it comes to financial planning, making smart investments and planning for the future … Continue reading

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