We created an online law library blog about estate planning to help our clients learn ways to help protect their hard-earned assets and achieve their goals and objectives.
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Fall 2021 Newsletter Our 2021 Fall Newsletter is filled with important things you need to know about Wills, Trusts, and Estate Planning. -
Last Will and Testament vs. Prenuptial Agreement It’s very important to get your Will and Estate Planning documents completed. If you are getting married, you should also have a Prenuptial Agreement. -
Anticipated Estate Tax Changes That Can Have a Significant Impact on Your Assets With the Georgia runoff concluded, we expect tax changes to come that could have an impact on your estate planning documents and assets. -
Important Estate Planning Considerations When Minors Receives an Inheritance Without the proper estate planning, a minor receiving an inheritance can be complicated and costly. Including certain language in your Will can help. -
An Unimaginable Scenario with Estranged Children: Who Gets Your Assets After Your Death? Imagine you have two estranged children that were adopted out. Did you know that upon your death, they could have the right to inherit half of your estate? -
Estate Planning Questionnaire Our Estate Planning Questionnaire outlines the basic information needed in order to create your Estate Planning Documents. -
Probate vs. Non Probate Assets in Texas Knowing what estate assets you have and how to categorize them is a must! Doing so will make sure your estate and your loved ones are protected. -
Trump and The Possibility of Estate Tax Repeal Change could be coming. Planners should have discussions with their clients regarding the pros and cons of continuing to plan during this time of uncertainty. -
6 Reasons Why You May Need a Trust Although there are many reasons to create a Trust, this article discusses the most common reasons why one may be necessary or recommended. -
If your child gets a scholarship, you should get his 529 plan This USA Today article answers important questions dealing with scholarships and Roth IRAs, retirement accounts and 529 accounts. -
Estate Planning Checklist and Asset Inventory Worksheet This Free Estate Planning Checklist and Assets Inventory Worksheet will help you to see what your assets are and will be helpful when speaking to an attorney. -
How Complex Does Your Estate Plan Really Need to Be? Find out how complex your estate plan needs to be! Our updated 2016 estate planning packet takes a look into estate tax planning, portability and trusts. -
Where Should I Keep My Will? You have spent a lot of time and money on your estate planning documents. Make sure they are in a safe place. -
IS YOUR TRUSTEE A PRUDE? BECAUSE YOU WANT HIM TO BE. The Uniform Prudent Investor Act The Uniform Prudent Investor Act's purpose is to protect beneficiaries. The act's had several variations, therefore, it's important to keep abreast of changes. -
The 10 MUST HAVE Parts of a Will Do you know what your Will really says? Although every Will is different, each should have the this important information. -
I Don’t Have a Will… Am I Hosed? Not having a Will can be a disastrous thing for your family & heirs! Learn the top 3 reasons why you need a Will & what can happen if you die without a Will. -
How Complex Does Your Estate Plan Really Need to Be? This Estate Planning packet takes a look into Estate Tax Planning, Portability and Trusts. -
Ashmore Law & the SPCA of Texas Discuss Some “Hairy” Situations People wonder what role pets play in the legal community. Animals are often considered family & people can create protections for pets in the event of death. -
Digital Assets: What Happens to Your Online Accounts When You Die? Find out what happens to your digital assets (online accounts) when you die and things to consider when planning for these digital assets. -
Revocable Trusts vs. Irrevocable Trusts There are many different types of trusts to fit different situations and property. A Trust can be either revocable or irrevocable. We'll discuss the difference.