Have You Had “The Talk”?

Okay, not that “talk”, but the other one; the one about what happens when you die or become [...]

Hey, Backup!

In order for a business to be successful, it must stay in business. One of the reasons many businesses fail is the loss of their data. [...]

Documents For Divorce

If you, a friend, or a loved one is going through a divorce, what estate paperwork should you or they [...]

When Do You Have Authority To Act As Agent Or Executor?

If you are listed as an Agent under a Power of Attorney, or an Executor in a Will, when do you have authority to act?

Powers of Attorney

Medical Power of Attorney:

For a Medical Power of Attorney, you only have authority to act when your “Principal” (the person making the Power of Attorney) is unable to make [...]

Who Gets Your Retirement Accounts?

You might be surprised! Let’s look at the following examples.

Husband names wife as his beneficiary on his 401(k). Husband and wife divorce and the wife gives up any claim she has to the husband’s 401(k) in the divorce settlement. Husband never gets around to updating his beneficiary designation on the 401(k). Husband dies. Who [...]

June 2011 Newsletter

Do You Have An Emergency [...]

Do You Have An Emergency Plan?

Recently we have heard of families and businesses forced to flee with short notice due to the threat of wildfires. Hurricane season is also upon us, so there is the possibility of future evacuations due to hurricanes. Every person and every business should have an emergency plan. Do you have [...]

May 2011 Newsletter

What You Need To Teach Your Young Adult, I Have A Will From Another State. Do I Need A Texas Will?, I Lost My Share Certificate. What Do I [...]

Protecting Ourselves And Our Loved Ones, Personally And For Business

A. Personal Items We Should All Have:

Will
Medical Power of Attorney
Statutory Durable Power of Attorney (for financial matters)

B. Personal Items We Should At Least Consider Having:

Directive to Physicians (also known as a “Living Will”)
Declaration In Event of Guardianship
Declaration In Event of Guardianship for Minor Children
Disposition of Remains
Insurance

o   Life Insurance

October 2010 Newsletter

Trick or Treat?, The Truth About Revocable Living Trusts, What Is A [...]