In honor of the recent Teacher Appreciation Week (the first week of May), we are taking this opportunity to say a bit “thank you” our teachers for their time and dedication to teaching the future generation. Teacher, you provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure […]
If I am unmarried but have a partner who I will leave my assets to, what is the best way to do so and how would it differ if I was married? When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and property, your […]
Annual exams are a part of life. As we age, these appointments grow more and more important to catch potential issues before they become serious. Similarly, due to ever-changing tax laws and interpersonal relationships, it’s a good idea for clients to review their estate plan regularly. When your estate plan is written, it reflects the situation […]
While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, words describing familial relationships have distinct definitions. Using the correct terms is critical in wills, trusts, and other legal documents because […]
The number of marriages in Texas has been in steady decline for years. The reasons for this vary, but it hardly means love or romance is dead. Most young couples choose instead to cohabitate, effectively acting as a married couple without the formality of a ceremony or even creating a common law marriage. Yet, these unmarried […]
One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces a child’s attempts to win their family back. But can fiction imitate reality? Can you actually disinherit a child? In most circumstances, the answer is yes you can disinherit a child in most states. However, you must understand […]
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 truth […]
If a loved one has recently died or become mentally incapacitated, finding the person’s Will and other estate planning documents is essential. These documents are critical to making decisions on the loved one’s behalf, gaining access to accounts, and discovering your deceased loved one’s wishes regarding how to distribute the individual’s money and property. Properly prepared […]
Owning real estate continues to be a very popular investment for individuals and couples alike. One attractive feature that investment property can also double as a personal residence. In other cases, real estate investments may be rental, recreational, commercial, or farm properties. Whatever the case, it is important to understand that real estate can be owned […]
In early 2020, married actors Tom Hanks and Rita Wilson became honorary citizens of Greece. The president of Greece bestowed this honor upon them due in large part to their humanitarian work in the country after a deadly wildfire swept through Athens in 2018. Hanks and Wilson spend considerable time in Greece as it is one […]
