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estate planning and baby boomers

Why Holistic Estate Planning Includes Senior Living Affordability for Baby Boomers in Texas

Posted on: April 11, 2024 | By: Bradley Campbell
This article examines why holistic estate planning includes senior living for baby boomers in Texas.
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Cup of coffee and electronic device with the word Digital Assets for an estate planning blog

Why You Need to Include Digital Assets in Your Estate Plan

Posted on: April 3, 2024 | By: Bradley Campbell
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.
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Woman on left smiling "Estate Planning" on the right/

Why Aren't Texas Women Estate Planning? A Few Reasons Why Women Should

Posted on: March 29, 2024 | By: Bradley Campbell
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.
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Woman sitting at a desk with a computer on left notebook on right with "Estate Planning" for singles and estate plans.

Single in Texas? Tailored Estate Planning for Singles

Posted on: March 22, 2024 | By: Bradley Campbell
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Girl at computer with the word TAX next to her depicting estate planning in Texas.

Wealthy or Not - Estate Planning in Texas: Strategies to Minimize Beneficiary Tax Implications

Posted on: March 12, 2024 | By: Bradley Campbell
The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.
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Paperwork and court gavel representing the probate process in Texas

Do You Know How to Probate an Estate in Texas?

Posted on: March 6, 2024 | By: Bradley Campbell
Ideally, your loved one has an estate plan that avoids probate. But if you are an executor settling an estate, there are steps to follow. The probate process can be daunting after a loved one passes away. We'll outline Texas probate and why working with an estate attorney is a good idea to save stress, time, and costs.
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Computer, hand writing with pen, financial sheets for asset protection trust blog.

Asset Protection Trust: Secure Your Wealth and Future

Posted on: February 22, 2024 | By: Bradley Campbell
Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you're considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.
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A business man reading online about new business reporting requirements for the Corporate Transparency Act

Corporate Transparency Act: New Business Reporting Requirements in 2024

Posted on: February 1, 2024 | By: Bradley Campbell
Many Texas businesses will have new reporting requirements as of January 1, 2024 related to the federal Corporate Transparency Act (CTA). Learn about what the reporting entails and how to ensure your business remains compliant with the law.
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A couple learning why it's important to make and check Beneficiary Designations in Texas

Designating Your Beneficiary

Posted on: January 24, 2024 | By: Bradley Campbell
Designating a beneficiary ensures that your assets are distributed according to your wishes. It provides clarity and can prevent legal disputes among family members or other potential heirs.
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Texas Blended Families

Estate Planning Tips for Texas Blended Families to Protect New Goals and Loved Ones

Posted on: January 10, 2024 | By: Bradley Campbell
Learn about how the interplay of different relationships and financial histories in Texas blended families requires a unique approach to estate planning.
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