Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
Affluent Mineola families are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
In Mineola, Texas, and across the nation, will disputes can arise even in the most carefully planned estates. This article explores effective strategies for both preventing and addressing will contests, with a focus on the role of forfeiture or no-contest and preventing claims of undo influence.
This article answers the questions: What are a trustee's responsibilities? What does it mean to breach their duties? How can an estate owner avoid that situation?
This article discusses small business owner planning basics to keep in mind, including why a small business needs estate planning, the core legal documents, and important business planning tools for owners.
Digital assets encompass everything from emails and photos to online portfolios. Integrating these assets into your estate plan ensures that they are managed per your wishes and that your loved ones can access them after you pass.
An estate plan is never too early for a woman to protect herself against financial risks. Women can and should think beyond estate planning for retirement to meet financial challenges such as being a single mom, possible remarriage, or widowhood.
