blog & insights

Legislative Update

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Laws Affecting Tenants are Changing September 1st, 2019 Important updates are coming in Texas tenant law on September 1, 2019, that you should be aware of if you are a renter in the Lone Star State. Section 92.011 of the Texas Property Code has, been amended as you can see, in part, below. We’ve included…

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3 Tips for Overwhelmed Executors

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While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that all beneficiaries receive the assets…

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Estate Planning That Expresses Who You Are – 5 Things to Talk About with Your Family

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You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. Most families lead far-flung and busy lives, meaning the only time they see one another face-to-face is…

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Do It Now: Name a Guardian for Your Minor Child(ren)

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We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your child’s guardian could be a relative you despise or…

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Warning: Don’t Let Creditors Inherit from You

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Shocking to most people, the retirement account you leave for your spouse can be seized in a divorce, lawsuit, or bankruptcy. 3 Options Available To Surviving Spouses When your surviving spouse inherits your IRA, he or she generally has three options: Cash out the inherited IRA and pay the associated income tax. WARNING: the cashed-out…

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