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.
Everyone in California needs a living trust. Texas, not so much. Here, disability, not probate, drives the choice.
Trustees manage your money long-term. Picking one is easier when you know what they do.
Did you forget to give anyone your power of attorney? Here’s one alternative to guardianship.