How to Legally Protect Seniors from Scams: A Comprehensive Guide
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Are you concerned about the increasing number of scams targeting seniors and wondering if there are legal ways to protect them? In today’s digital age, seniors are often vulnerable to…
Read More Understanding the Probate Process in Texas
Probate is the legal process of administering the estate of a deceased person, resolving all claims, and distributing the deceased person’s property under a valid will. A valid will is…
Read More 10 Crucial Pitfalls to Avoid for a Smooth Probate Process
Navigating the probate process can be complex and emotionally challenging for individuals like you. Probate, the legal process of administering the estate of a deceased person, resolving claims, and distributing…
Read More What Probate Is and How To Avoid It — Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before…
Read More What Probate Is and How To Avoid It — Part 1
Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as probate before those assets can be distributed…
Read More 3 Ways to Protect Your Estate from Probate Delays
Probate, the legal way of sorting out a person’s estate after they die, can take a lot of time and get pretty complicated. Delays in probate can tie up assets…
Read More Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing…
Read More Crafting Your Lasting Legacy With Estate Planning
Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be further from the truth. Legacy isn’t just about money or…
Read More 10 Steps to Take Now to Secure a Comfortable Retirement – Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing…
Read More 10 Steps to Take Now to Secure a Comfortable Retirement – Part 1
Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. There’s no time like the…
Read More A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you know. Every parent deserves the peace…
Read More Here’s What You Should Know About A Will
Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. Yet for all but a few…
Read More What Happens To Your Social Media Accounts When You Die?
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to…
Read More Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, it’s easy to start dreaming about all the ways you can use it. Financial experts…
Read More Helping Your Teen Navigate Cryptocurrency
In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money…
Read More How DIY Wills and Trusts Offer a False Sense of Security
You’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you…
Read More How To Protect Your Legacy In a Blended Family
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined…
Read More Understanding the Intersection of Love and Law
Love is wonderful—joyful moments, shared dreams for the future, and yes, some legal considerations too. For married couples, the law has default provisions in place for what happens to your…
Read More 3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very best things you can do for your own…
Read More 13 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD)…
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