A holographic will form for the pandemic.
Texas changes its statutory power of attorney frequently. Effective dates and select changes are summarized here.
The estate tax exemption amount just jumped to $10 million. Should that change your plans?
Insurance agents are agents for the insurance company, not you. Here’s when to consult an insurance analyst.
Is your plan too complex for your situation? Too simple? Here are some rough guidelines.
You may be a fiduciary. It’s not enough to be good with money, you have to prove it. Help and examples are available.
Driver safety is about more than taking the keys away. Here are resources and strategies to help support older drivers.
Did you forget something? The Comptroller may be holding your money.
Designate a medical agent and specify treatment with advance directives.
Please complete and submit our contact form. A member of our team will respond to your request within one business day