Estate Planning

A thoughtful estate plan gives your family clarity. It answers who will inherit, who will care for children, and who will step in when needed.

The First Step is the Hardest Part

Last Monday, I took the whole day off work. I turned off my computer after making just a couple of phone calls that couldn’t wait, and didn’t respond to any emails or work on any

Is Real Property Purchased with an Inheritance during Marriage Separate or Community Property in Texas?

When someone receives an inheritance during marriage in Texas, one of the most common questions that follows is whether that inheritance, or anything bought with it, belongs to them alone or to both spouses. The

Where Are Your Important Documents?

I got a call yesterday from a woman, who I’ll call Sue, whose mother suffered a stroke. Sue’s mom was only 67 years old. The stroke left her completely incapacitated, unable to talk, write or

Will My Surviving Sibling Inherit My Entire Estate If I Die Without A Will?

I was contacted recently by a man I’ll call Jack, whose uncle had just passed away. Jack’s uncle was single, his parents had predeceased him, and he left only one surviving sibling, Jack’s mother. Jack

Hoping For the Best Shouldn’t Keep Us From Preparing for the Worst

We Americans are an optimistic bunch. Despite our economic downturn, the majority of us are optimistic about our futures and being in control of our lives. Our optimism bleeds into our personal outlook for the

Who Is The Beneficiary Of Your Insurance Policy?

I got a heartbreaking call from young woman recently that highlights the importance of updating ones’ insurance beneficiary designations after major life events. She and her husband had gotten married about two years ago, and

How Will You Be Remembered: Lessons From “The Descendants”

Spoiler Alert! I think much of the storylines I discuss below can be gleaned from several of the movie’s previews which you can see here and here. However, if you have never seen the movie

Should I Deed My Home To My Kids Before I Die?

Not too long ago someone called me wondering if he really needed a will. He explained that his mother had transferred her home to him many years before she died. When she died, probate wasn’t

True Love Plans: Valentine Recommendations For My Clients

The part of my job that I enjoy most is the conferences I have with my clients. I love hearing about their loved ones, and their hopes and dreams for them. I always come away

Estate Planning Tips That Prevent Family Feuds

When I was a girl, my mother enjoyed needlework. She would painstakingly sew for hours, crafting beautiful pieces like the one in the image above. My husband thinks that piece of needlepoint is a bit

Search

Topics

Ready to get started?

Let's Create a Plan That Works for You

From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.