When people think of estate planning, it is generally thought of only being needed by the ultra-wealthy. Actually though, this isn’t the case. Whether people
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Four Important Dates to Consider When Reviewing Your Estate Plan
Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they
Survey Says … “More Estate Planning!”
When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked
Get It Together!
When life gets busy it’s easy to become more passive about managing your bank accounts and credit cards by letting receipts, bills and statements pile
Conservatorships and Guardianships: What’s the Difference?
Bobby Brown and Pat Houston will be co-guardians for Bobbi Kristina Brown. Their attorneys said in a statement Friday that Bobby Brown and the sister-in-law
Is “Crummey Power” Really Good or Really Crumby?
There was one estate planner who had a stroke of marketing brilliance a long time ago. He or she decided that we should call death
Estate Planning Is Critical for Singles
A watershed demographic event occurred in the past few years, although without much notice: For the first time in U.S. history, there are more people
South Texas’ “Godfather of Movies” Leaves Two Pals to Duel over Estate Plan Mess
Rubin Frels is considered by some as the "godfather of movies in South Texas." His parents met at the Theatre Victoria, built in 1913. Frels
Are You Ready for Cousin Itt to Be the Guardian of Your Kids?
Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a
Bank of Mom and Dad Keeps the Kids in Touch
Money isn't everything, but it keeps the kids in touch. Though I say that jokingly, I do want you to take estate planning seriously. Most
Legacy Tips from the Experts
Few people get excited about doing estate planning, even though they might recognize the importance of leaving a legacy for their children and grandchildren. If
Living Longer Means Better Estate Planning
Living longer changes the dynamics of financial planning. Old age can be very expensive. Everyone is different and there is no way to predict the