Importance of Properly Revoking Powers of Attorney

It is very important to regularly review and update all of your estate planning documents.However, your financial power of attorney is one document that should be reexamined more frequently than others. Revisiting your financial power of attorney will help ensure that the person you have appointed … [Read more...]

How to Own Your Real Estate

Real estate is more than just your primary residence. It can include other real estate such as a vacation home or a rental property. Depending upon the type of real estate you own, the ideal form of ownership can vary. Below, we take a look at the different types of real estate and make suggestions … [Read more...]

Why Title Matters

Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved. Understanding how your real estate is owned, or “titled,” is necessary because this determines the extent of control you have over your real estate, how susceptible your … [Read more...]

The SECURE Act: How Does It Affect Your Retirement Accounts?

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a positive impact for many older … [Read more...]

Who’s On Your Estate Planning Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and your money and property are distributed to the individuals you have selected upon your … [Read more...]

Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey carried out by … [Read more...]

Why Factoring Long-Term Care Into Your Estate Plan Pays Off

For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care. The last thing any of us want to contend with when a health issue arises later in life … [Read more...]

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try.... “Oral Wills” If you feel you have a good rapport with your family or don't … [Read more...]

Estate Planning Seminar: How to Protect Your Spouse and Your Kids After Your Death

We’d like to invite your to attend a FREE ESTATE PLANNING SEMINAR in Bryan-College Station, Texas about how to MAKE A PLAN for YOUR FAMILY and YOUR ASSETS. The Seminar will be held at our office at 1733 Briarcrest Drive, Ste. 100, Bryan, TX 77802. To confirm your attendance at this free seminar, … [Read more...]

Estate Planning Seminar: How to Protect Your Spouse and Your Kids After Your Death

We’d like to invite your to attend a FREE ESTATE PLANNING SEMINAR in Bryan-College Station, Texas about how to MAKE A PLAN for YOUR FAMILY and YOUR ASSETS. The Seminar will be held at our office at 1733 Briarcrest Drive, Ste. 100, Bryan, TX 77802. To confirm your attendance at this free seminar, … [Read more...]