Checklists for Mom
Everything’s fine if Mom or family is organized. Get started here.
Estate Planning for Expats
Accepting a temporary assignment overseas? Basic estate planning for Texans abroad is not hard.
Checklist for Family Caregivers
Caregiving is exhausting. Here are some of the best resources.
Is Your Power of Attorney Too Old?
Texas changes its statutory power of attorney frequently. Effective dates and select changes are summarized here.
Agent’s Certification
Banks can’t reject your Statutory Durable Power of Attorney without reason. Here’s the certification you’ll need.
Managing Someone Else’s Money
You may be a fiduciary. It’s not enough to be good with money, you have to prove it. Help and examples are available.
Choosing Your Fiduciaries
Fiduciaries are the people that will care for you and your family when you cannot. Here’s help picking.