Tag Archives: trust

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

Posted in Estate Planning, Trusts | Tagged , , , | Comments Off

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

Posted in digital assets, Estate Planning, Trusts, Wills | Tagged , , , , , | Comments Off

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

Posted in Estate Planning, Financial Planning, Trusts, Wills | Tagged , , , , , | Comments Off

Care for Your Pets After You Are Gone

Many of us who own pets consider them to be more than just pets, but a part of the family.  Some people are now acting to plan for their pets in case the pet outlives the owner.  Pet owners can … Continue reading

Posted in Estate Planning, Probate, Trusts, Wills | Tagged , , , , , | Comments Off

Are Firearms in Your Estate?

If you own any firearms or ammunition, you need to be especially vigilant in your estate planning.  Not only must you determine if your firearms and ammunition must be registered under the NFA and possibly other laws, but you need … Continue reading

Posted in Beneficiary designation, Estate Planning, Firearms, Inheritance, Trusts, Wills | Tagged , , , , | Comments Off