Have you ever heard horror stories about families fighting over Grandma’s jewelry or getting stuck in a never-ending legal battle after someone passes away? Or how long it can take to sell a house tied up in probate? What about loved ones being denied their inheritance entirely? Unfortunately, these situations happen every day. Even celebrities...Read More

Your home may be your most valuable asset. If you’ve researched estate planning, you may have heard about the Lady Bird Deed and how it can help your home pass to your children without probate. Friends, online articles, and even some professionals often describe Lady Bird Deeds as simple, inexpensive, and effective. In many ways,...Read More

You’ve built a life with someone you love, sharing a home, memories, and maybe finances. But if you’re not legally married, the law doesn’t automatically protect your partner. If something happens to you, they could have no legal right to your property, finances, or even medical decisions. Here’s what you need to know and how to...Read More

As Spring Break approaches and summer travel follows close behind, you are likely busy planning the perfect getaway with your children. Flights are booked, hotels reserved, and activities mapped out. But there is one important detail many parents overlook: making sure your children are cared for if something unexpected happens to you while you are...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 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...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

National Unclaimed Property Day, observed every February 1, highlights a surprisingly common financial issue. Billions of dollars in forgotten assets are currently held by state governments, waiting to be reunited with their rightful owners. This annual observance serves an important purpose. It encourages individuals and families to reclaim money that already belongs to them and...Read More

When Ian Burke, a mail carrier from Denton, Texas, learned that Floyd, a 70-pound dog he knew from his delivery route, had ended up in a shelter after his owner died, he acted immediately. He arrived at the City of Denton Animal Shelter before it opened so he could be first in line to adopt...Read More

As a LGBTQIA+ non-biological parent, you have seen meaningful progress in how families like yours are recognized, while also navigating the reality that full legal equality is still evolving. One area where unique challenges can remain is ensuring your parental rights are properly protected when you are not biologically related to your child. Marriage alone...Read More