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The “When I Die” File: Making the Hard Stuff Easier

Death is never an easy thing to prepare for or talk about. If you’re in the later stages in life, you may be wondering what you can do to help your loved ones once your time comes. A “When I Die” file can be a collection of documents that will help your loved ones gather your personal information and manage finances after you have passed. This file can contain more than just your typical... READ MORE

Why Everyone Needs Estate Planning

As we often create and implement financial plans, we find that estate planning is by far the most difficult action item to mark "complete." Yes, it's a morbid subject that no one is eager to discuss, however, it's very important to address for everyone, regardless of your net worth. The probate process here in Texas is typically quicker and less costly than in many other states. However, it's... READ MORE