Your mom told you not to worry because she had taken care of everything. She chose you as her power of attorney. You were on her accounts to help pay bills and manage her finances. When she passed away, you assumed you would simply continue handling things the same way you always had. Then, a...Read More

Like buying a cheap car, bargain estate planning can leave your loved ones stranded. Here is why a Life and Legacy Plan is worth the investment. I had an interesting conversation with a potential client last week. After explaining my Life & Legacy Planning® process, she said, “This all sounds great, but my friend told...Read More

What about the stuff? You open the door to your parents’ home for the first time since the funeral. Every space is filled with what they left behind. Closets stuffed with decades of clothes. Cabinets filled with china that was never used. A garage packed with tools, holiday decorations, and boxes labeled “miscellaneous.” Drawers are...Read More

Texas holds billions of dollars in unclaimed property, including forgotten bank accounts, uncashed checks, and life insurance benefits. Could some of that money belong to you or your family? Learn how to search for unclaimed property in Texas, recover missing assets, and use estate planning to help protect your family’s financial future. National Unclaimed Property...Read More