blog & insights

How to Choose a Trustee

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When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in…

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Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

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Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when. While there are many types of trusts, the major distinction between trusts is whether they…

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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: 3 Reasons We Run the Other Way

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We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets –regardless of whether we have $10 million or $10,000. Don’t let…

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The Grace Period Conundrum in Texas Residential Lease Agreements

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If you’ve been a renter under a residential lease in Texas, chances are you have come across language something this: After reading something like this in a lease agreement you are very likely to think, “OK cool, I have until the 3rd of the month to pay my rent each month without anything bad happening…

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