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  2. 2021

Posts in 2021

  • people sitting in a table
    Dec 02 Community Property Laws & How It Affects Estate Planning

    To create a comprehensive estate plan, you must be familiar with all the laws and regulations in your state. For example, Texas is ...

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  • exchanging money
    Nov 09 Charitable Giving - Lessening Current and (POTENTIAL) Future Taxes

    There are social and emotional benefits of charitable giving and there are also potential financial benefits to these types of ...

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  • two people reviewing documents
    Nov 05 A Guide to Different Types of Trusts

    There are so many different types of trusts available that it can be hard to decide which option is best for you. The trust you ...

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  • a person writing on their desk
    Nov 05 Who Is Responsible for Managing the Probate Process After Someone’s Death?

    The loss of a loved one is a devastating time for family and friends. Although it is a time to grieve, a person close to the ...

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  • estate planning
    Sep 29 3 Tips For Planning With Generational Land

    Planning appropriately for family land is integral to preserving legacy and generational wealth. During my career, I’ve seen the ...

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  • Business Planning
    Sep 20 Small Business Owner To Small Business Owner: Planning for Times of Disability and Death

    Many people under define / underestimate their status as a small business owner. We often hear statements like this at the office: ...

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