Not unlike the talk that most of us dread, but realize we must have with our pre-teens about the “birds and the bees,” working up the nerve to ask your parents about whether they have a Will Read more

October is National Estate Planning month --  what documents do you need to protect yourself, your family and your assets? Read more

Your partner just died.  You and your partner lived together for twenty years.  Are you the surviving spouse?  Does it matter?  If he died with a Will, it may or may not matter.  If he died without a Will, answering this question will be key to determining if you have any interest in his estate. Read more

When you are in the midst of a divorce, your estate planning documents may not be the first thing on your mind.  However, once the Divorce Decree is signed, you will want to make sure you have taken steps to update your documents to reflect your new status and to meet your new goals. Read more

Dying without a Will is referred to as dying "intestate."  That means, if you die without a Will, the State of Texas has determined who will receive your assets at your death - otherwise known as your "heirs at law." Read more

Are your affairs in order?  Or, is it time to update your estate planning documents?  The rule of thumb calls for reviewing your plan every 3-5 years or when there is a "life event." Read more

In 2020, an individual can give away $11.58m during life/at death without any estate or gift tax consequences.  While this tax affects less than 0.2% of the population, Read more