The most common stated goal of estate planning is to avoid probate. While a relatively straightforward process in Texas, probate can be somewhat costly and does require a time investment. Finally, when probating a will, that information becomes a matter of public record, all of which most people prefer to avoid. Whether or not your […]
A critical question to ask yourself when creating an estate plan is who will get your stuff when you pass on? People often think of an estate in relation to the larger assets (such as homes, retirement accounts, savings), and personal property (i.e. jewelry, clothing, sports equipment, vehicles, and other possessions are often overlooked). The […]
A medallion signature guarantee (MSG) is a unique tool used to protect the transfer of certain accounts and property from fraudulent transfers and may be required during the transfer of certain stocks and bonds. What is a Medallion Signature Guarantee? An MSG is a select certification type that combines a bank officer’s signature with a unique stamp […]
You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental space” that had previously been preoccupied. Once you create the documents that […]
