Creating an estate plan is a personal and often emotional undertaking, making the selection of your estate planning attorney of the utmost importance. Here are some questions you should ask your estate planning attorney to determine if they are the right fit for you. Why Did They Pick Estate Planning as Their Practice Area? At […]
Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is settled. But you might want to think again. An estate […]
The duties of a trustee has been covered by this blog in the past. Long time readers will know that a trustee has a duty under the law to communicate with beneficiaries and keep them reasonably informed as to the progress of the trust administration. In Texas, trustees are required to provide annual accounting of […]
In a society dominated by information and paperwork, the question of how long to you should keep important documents is baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing something important sometimes keep everything; others who worry about things like identity theft often […]
