How Do I Conduct an Estate Sale?

February 9, 2022

Preparing for an estate sale can be a difficult and emotionally challenging task.

Preventing Elder Financial Abuse

January 31, 2022

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.

Avoid Password Problems After Death

January 12, 2022

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

Estate Planning During Divorce

December 8, 2021

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Elderly Financial Exploitation Is Increasing

October 28, 2021

The Texas Department of Adult Protective Services (APS) recommended Tuesday morning that community members, aged 65 and older, keep their private information, like social security numbers, passwords, maiden names and bank account information, in a locked drawer or somewhere safe.

Should You Rule From the Grave?

October 7, 2021

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

What’s a Common Pot Trust?

September 29, 2021

A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.

You Can Protect a Child With a Difficult Spouse

September 28, 2021

Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.

Should I agree to Be an Executor of an Estate?

September 22, 2021

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.

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