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Posts in May, 2021

  • Estate Planning
    May 24 Duties and Responsibilities of a Financial Power of Attorney

    Naming a person as your financial power of attorney (agent) is an integral part of a comprehensive estate plan. This selection ...

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    May 19 Are You Sure You’re Allowed to Sell Your House?

    The housing market in DFW is HOT right now. My friend Shelley Nunley’s real estate blogs come through my email every week talking ...

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    May 10 Treat Your Living Trust Like a Business

    After creating a living trust for clients, we have an educational meeting to ensure that assets are properly integrated with the ...

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