Estate planning

How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.

Learn what estate planning is and how to create your plan with this informative post that covers wills, trusts, legal documents, and more.

There are lawyers who specialize exclusively in estate planning and representation. In preparing to engage such legal counsel, you will want to have a basic

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.

You want to protect your family when you're healthy, ill, or ultimately gone. A living revocable trust does that. So what is a trust, and how does it work?

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy. There are many steps that go into this process. This estate planning checklist will help […]

Call (972) 564-4644 - If you're dealing with the probate process, it's important to know what documents are required.