You may be a fiduciary. It’s not enough to be good with money, you have to prove it. Help and examples are available.
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.
The community rallied to help Harvey victims, including my family. Thank you.