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Will or Revocable Living Trust – Which is Best for Me?

One of the first estate planning decisions you will need to make is whether using a Will or Revocable Living Trust will best achieve estate planning goals. Understanding the differences between the two can help you make an informed choice…

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How Much Insurance Do I Need to Protect My Family?

NB: A version of this post was published in a recent e-newsletter. It got such a positive response, I thought I’d publish it here as well. When discussing factors to consider when selecting…

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Estate Planning for the Unexpected

I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected.The article was about a Pennsylvania couple vacationing in Florida with their six children.  The parents were caught in…

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Free Texas Will Forms

Estate planning is as important for small estates as for large ones. We all have the potential of becoming incapacitated. Therefore, having documents in place that allows trusted individuals to make medical decisions for you, manage your financial affairs, and engage…

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Why Do People Use Lawyers To Prepare Their Wills?

Attorneys use years of schooling and experience to advise you on the best way to accomplish your estate planning goals. DIY services do not.

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Who Will Take Care of My Pets After I Die?

My dog’s name is Jilly. My family adopted her several months after Elway died. We weren’t really looking to adopt another pet so quickly, but we happened to visit the shelter, and saw her. The shelter estimated she…

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What are the Responsibilities and Duties of a Trustee of a Testamentary Trust?

Wills sometimes create testamentary trusts, trusts that spring to life after the death of a testator. When a testator includes a testamentary trust in his Will, the testator has the opportunity to designate who will manage the trust.

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Can Your Spouse Handle Your Financial Affairs?

Often in marriages, one spouse ends up handling most of the couple’s financial affairs. The division of responsibilities doesn’t always fall along gender lines. Typically, the individual who is most organized and financially savvy takes assumes responsibility of…

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Selecting An Agent For Your Power Of Attorney

If you were to become incapacitated, who would pay your utility bills, file your taxes or otherwise manage your financial affairs? If you have not legally named someone to act on your behalf, it may be necessary for a…

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Choosing a Guardian for Your Children

Many people delay having a estate plans drafted because they have difficulty selecting a guardian for their children. It’s a huge decision. After all, the person you choose will be responsible for caring for your children in the event…