What is probate?

What is Probate?

Everyone knows that it’s important to avoid probate, right? But what is probate, anyway? Is probate expensive, time consuming and invasive? Well, it certainly can be — but most often it’s not very complicated and easy to handle. And also, most often it is easy to avoid. Last week we discussed probate avoidance. This week…

Planning during the pandemic

Estate Planning During the Pandemic

We’re still doing estate planning in the pandemic. In this podcast episode, we discuss the kinds of issues clients are asking about, and what steps we encourage people to take. What is the single most important document for you to get in order now? (Spoiler alert: we think it’s your health care power of attorney.)…

Gun trusts

Gun Trusts: Do You Need One?

We occasionally get asked about “gun trusts.” Does everyone who owns a firearm need to think about setting up a gun trust? Or is this something only gun dealers need to worry about? For most casual firearm owners, there’s no need to worry about a separate trust to handle guns. But join us for our…

Want to Help Loved Ones? Know the Rules

We’ve seen the headlines: hundreds of thousands of jobs lost, millions have filed for unemployment, the economy is getting slammed. Chances are, someone you know and love is suffering, too. Considering the wide-spread coronavirus damage, you may want to help ease the pain. If you find that you want to help, there are rules around…

Pet Trusts

Pet Trusts – With Prof. Gerry Beyer

We’re lucky to count Prof. Gerry Beyer among our good friends. He’s the Governor Preston E. Smith Regents Professor of Law at Texas Tech University College of Law. You can imagine that his business cards must be larger than usual — and that’s before he even gets to his academic credentials, accolades and identifiers. Prof.…

Simplify your estate plan

Simplify Your Estate Plan

Everyone wants a “simple” estate plan. But many have complicated notions about distribution of assets. We want to help you simplify your estate plan. We see many clients with fixed ideas about which assets should go to which beneficiaries. Do you have four children? Well, couldn’t you just open four accounts at different financial institutions…