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Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too

If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look at how […]

What Estate Planning Means for You

Estate planning is important for everyone regardless of wealth or family status because if you become incapacitated or pass away without an estate plan, you are leaving the distribution of your assets subject to state law – and the results may not be what you want or expect.   Estate Planning Explained Estate planning includes […]

Your Fall “Legal Affairs” Checklist

With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible […]

Digital Afterlife: An Estate Plan for Your Facebook Account

Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77 percent of Americans who go online every day. As the internet has become more of an integral part of our lives, our information — pictures, videos, financial, emails, social media […]

Trusts – The Swiss Army Knife of Estate Planning

To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. The process begins with the maker of a trust […]

The Two-Dollar Dream: Over 1 Billion Dollars in Texas Lottery Jackpots

by Shann M. Chaudhry This blog was originally posted on October 15, 2018. The winnings for Mega Millions and Powerball each rose twice since then to $1.6 Billion and $620 Million, respectively, for a combined total of $2.2 Billion. ADVISORY: THIS IS NOT COMPREHENSIVE LEGAL ADVICE, BUT GENERAL THOUGHTS. PLEASE SEEK ADVICE FROM YOUR TRUSTED […]

How to Fix 5 Common Estate Planning Problems

Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want to think about death and avoid the topic altogether. If you already have put an estate plan together, you are ahead of the curve as many people do not have one. If you do […]