Tag Archives: trust

Key Issues In Selecting A Trustee

A trustee should be designated any time you are creating a trust.  There are many types of trusts.  Sometimes we create trusts to be effective immediately.  Other times we create them within a will to be effective upon death or … Continue reading

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The Danger of Not Reviewing Your Will

I cannot tell you how many times I hear people tell me “I already have a Will. I don’t need your services.” That statement might be correct, but often people don’t recall exactly what is in their Will. That’s why … 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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