You’ve brought it up before. Maybe it was after watching a friend endure a probate process that dragged on for years. Maybe it was after seeing a family scramble because no one knew where important documents were. Perhaps a health scare or a milestone birthday reminded you that life doesn’t always go according to plan....Read More

A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a fair question. The article described a provision buried in the One Big Beautiful Bill that tax lawyers and accountants are calling a double taxation problem for trusts. They found it in a footnote of a...Read More

The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible and asked when she could start paying. She was grieving and certain she had no choice. She started writing checks. She called me six weeks later, after three payments...Read More

She found the notebook in the top drawer of her mother’s desk. Six pages, every account listed by hand. Username, password, recovery question, one after another. Her mother had been organized her whole life, and the notebook was proof of it. Then she tried to log in. The bank account asked for a six-digit code...Read More

As you celebrate the Fourth of July and everything it stands for, freedom, independence, and the pursuit of happiness, take a moment to appreciate the ultimate American liberty: the right to decide your own affairs, even after you die or if you become unable to make decisions for yourself. An estate plan, and more specifically...Read More

Before Pride Month comes to a close, it’s worth taking a moment to recognize a landmark anniversary. On June 26, 2015, the U.S. Supreme Court issued its decision in Obergefell v. Hodges, making marriage equality the law of the land. Like many historic rulings, it began with one person and one very human request. The...Read More

There are two kinds of fathers. The first kind coaches the games, makes the school plays, stays up late with the science projects, and loves his family in every way you can see. He thinks about what would happen if something happened to him. Maybe on a long drive home. Maybe after a close call....Read More

Love is not enough. That may sound harsh, but when a medical emergency strikes or a loved one passes away without the right paperwork in place, love carries no legal weight. For same-sex couples in Texas, that reality carries a particular edge, because the Lone Star State offers some of the least legal protection in...Read More

Every June, rainbow flags go up in storefronts, brands update their logos, and cities host parades that stretch for miles. For many people, Pride Month is a party. For others, it is something much older and harder-won than that. It is a reminder of survival. Where It Started Pride was not born in a corporate...Read More

Memorial Day isn’t just about barbecues or pool parties. It’s a day to collectively pause and honor the brave men and women who made the ultimate sacrifice for our freedom and security. As flags wave at half-staff and solemn ceremonies unfold across the country, this day of remembrance naturally guides our thoughts toward our own...Read More