blog & insights

Wills vs. Trusts: A Quick & Simple Reference Guide

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Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do –That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows…

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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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3 Famous Pet Trust Cases and the Lessons We Can Learn from Them

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Things don’t always go according to plan. On the other hand, sometimes pet owners can get a bit creative when providing for their pets. Let’s take a look now at 3 famous cases involving pet trusts and distill important lessons from them. David Harper and Red David Harper, a wealthy, reclusive bachelor in Ottawa, Canada,…

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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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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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