Category Archives: Wills and Trusts

Financial Agent Guide for Texas Residents

Choosing the right financial agent is one of the most important decisions you’ll make when planning for the future. A financial agent handles your assets, pays bills, and manages investments if you become unable to handle these tasks yourself. Picking someone you trust—and who has the skills to manage different types of assets—ensures that your […]

Avoid Mistakes with Beneficiary Forms

Many Texans mistakenly believe that filling out beneficiary forms is enough to handle what happens to their property after they pass away. While these forms are important, they are not a replacement for a comprehensive estate plan. Relying only on beneficiary designations can create major problems for your loved ones—problems that could have been avoided […]

What’s the Difference Between a Will and a Living Trust?

Estate planning is essential for ensuring your assets are distributed according to your wishes. Two common options are a last will and testament and a living trust, but they function differently and serve distinct purposes. Understanding their differences can help you make the right choice for your situation. What Is a Last Will and Testament? […]