Understanding Powers of Attorney

Jan 5, 2021

One of the most misunderstood estate planning documents is the power of attorney.  While seemingly simple, a number of design features should be thoughtfully considered, and any agent should take the fiduciary duties quite seriously.

Click here for the video…

In Case You Missed It: 2019 Law Change Affecting Estates And Trusts

Jun 1, 2020

    Texas The Texas legislature meets only in the odd years, so it is currently out of session. While 2019 was not a banner year for probate and trust law, allow us to share select highlights: Access to Digital Assets.  An executor now has specific authority to seek a...

Adding Insult to Injury: Death Following Divorce

Jun 1, 2020

Spend some time searching on the internet, and you will find no shortage of studies, statistics and facts about divorce. You will find everything from its major causes (money, infidelity) to its demographics (highest rate in Russia, lowest in India) to its incidences...

And the Winners Are….

Jun 1, 2020

People work a lifetime to save and accumulate wealth, and usually intend to pass it on to their children (or other heirs) at death. Unfortunately, too many people neglect how their wealth will ultimately be transferred, and their lack of planning can wreak havoc with...