One Last Thought on Resolutions

As we close out our consideration of estate and financial new year resolutions, we thought it might be helpful to share this list of documents to assemble.  Having these documents organized and readily available would be extremely helpful to a spouse, executor or...

New Year’s Resolution: Probate Mom’s Will

As the new year gets underway, many of us review our resolutions:  lose twenty pounds, exercise, get the kids ready for college.  Some resolutions may carry over from prior years, like “probate Mom’s Will.”  While initiating probate can wait for the family’s grief to...

New Year’s Resolution: Finalize Estate Plan

Many people get the estate planning process started, only to be side-tracked by life events, leaving document drafts unsigned. This means these new Last Wills, powers of attorney and other documents are of no legal force or effect, with possibly serious and unintended...

Resolution: Get Things in Order

Many new year’s resolutions relate to getting our affairs in order, but some of us struggle with exactly what that phrase means.  For example, what kinds of powers of attorney or other documents, aside from a Last Will, do I need?  The Texas Attorney General has some...

New Year, New Start

For the month of January we will focus on New Year’s resolutions.  Many of our clients make New Year’s resolutions to create or update their estate plan.  For those preparing for their first estate plan and feeling a little over-whelmed, we offer this article on...