Category: Uncategorized

The Hazards of DIY Estate Planning

More Harm Than Good with Will and Trust Forms Do-It-Yourself projects are always tempting. You earn a sense of accomplishment when you repaint your house, build a new shed or remodel your kitchen. There are always assumed risks and hazards when you step out of your comfort zone and do it yourself. While some risks [..]

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What You Should Bring To Your Consultation

12 Things to Bring To Your First Estate-Planning Appointment Now that you have made an appointment with us, you are probably wondering what to bring to your appointment. We have compiled a list below of what you will want to bring to help move the estate planning process as quickly and efficiently as possible. We [..]

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Texas Estate Planning Tips

7 Estate Planning Tips to Put Your Mind at Ease “By failing to prepare, you are preparing to fail.” – Benjamin Franklin This quote could not be more accurate when it comes to estate planning. Preparation is key to a healthy estate and will make the transition of your assets to your loved ones much [..]

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Need For a HIPAA Authorization

HIPAA and You Think back to the last time you went to the doctor’s office. It could have been a routine blood test, an annual physical, a quick checkup – any number of things. Did your doctor ask you to sign anything, or ask whom they could contact and provide with information about your results? [..]

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