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Benefits of Working With a Boutique Estate Planning Law Firm

No offense to the Texans out there, but bigger is not always better. In the legal world, that is particularly true when it comes to estate planning. While some practice areas benefit from working with major law firms (think corporate mergers and acquisitions), the impersonal trappings of BigLaw are not necessarily well-suited to the intimate […]

Four Things to Make Your New Job a Success

Congratulations on your new job! Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future you are creating, you need proper financial and estate planning. As you move through this new phase of your life, there […]

How the Employee Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to […]

Caregiving in a Crisis

A caregiver tending to a loved one, a care partner, during a crisis is challenging, and the continuing COVID-19 pandemic deems that being prepared is more important than ever before. Caregivers must balance the need for their care partner’s health and balance it with that person’s safety. As the US heads into seasonally extreme weather […]

Life Insurance and Wealth Management

It may be time to reconsider how you plan to pass generational wealth to your heirs since the federal estate tax exemption allowance appears to be in jeopardy of being lowered. Senate Democrats are proposing to lower the current estate tax exemption from $11.7 million to $3.5 million for individuals and $23.4 million to $7 […]

National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Do you know that, according to the National Association of Home Builders, May is National Home Remodeling Month? Many people associate spring with cleaning out the old, brushing off the dirt accumulated from the long winter, and starting projects around the house that have been neglected for far too long.   Perhaps, however, your home […]

The Lesson Plan for Your Estate

In honor of Teacher Appreciation Week, the first week of May, we are taking this opportunity to thank you for your time and dedication to teaching the future generation. You provide the foundational knowledge necessary to ensure the success of tomorrow’s leaders. We are here to make sure you have the foundational estate planning documents […]

America Needs Geriatric Care Managers

Because aging is a highly complex, individualized process, the title of a professional geriatric care manager can be misleading. Depending on one’s healthcare needs, a geriatric care manager (GCM) may be appropriate at age 65 or 105 and any age in between. A geriatric care manager is a highly-skilled advocate for older adults and is […]

Plan Before It’s Too Late

Doesn’t that sound like something your mother would say? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But if no advance planning has been done, and if an elderly parent has broken a hip, say, and is about to be […]

Why Unmarried Partners Should Care about Estate Planning

According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995.[1] More people such as yourself are entering long-term committed relationships without getting married. Unfortunately, many state and federal laws do not protect unmarried couples as they do […]