Estate Planning Is for Everyone

Posted by & filed under Estate Planning, Legacy Planning, Pet Planning, Power of attorney, Retirement Planning, Revocable Living Trusts, Special Needs Planning, Trusts, Wills.

The process of estate planning is often thought of as something that is only important for people who have reached an advanced age. We all know that  senior citizens are more likely to pass away than their younger counterparts, but in truth,  all responsible adults should have an estate plan in place. There have been… Read more »

Texas Estate Planning Tip Sheet

Posted by & filed under Estate Planning, Incapacity Planning, Legacy Planning, Probate, Retirement Planning, Trusts, Wills.

Tip 1. Your estate is what you leave behind after you die. Everyone has an estate. Whether you are wealthy, old, young, a parent, single, or anything else, you have, or more specifically will have, an estate. Your estate is simply the collection of possessions, money, and other property you leave behind after you die,… Read more »

What Is an Incentive Trust?

Posted by & filed under Estate Planning, Legacy Planning, Revocable Living Trusts, Trusts, Wills.

When you are planning your estate, passing along resources directly with no strings attached can be perfectly acceptable for some established people on your inheritance list. At the same time, there could be people in the family who could use some guidance. Under these circumstances, you could consider the creation of an incentive trust. With… Read more »

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