Blog


Sep

29

2022

image for Caution: Be Sure You Have Designated Primary & Successor Beneficiaries

Caution: Be Sure You Have Designated Primary & Successor Beneficiaries

Posted by: Adair Buckner

Have you selected successor beneficiaries on your life insurance, retirement accounts, investments, and bank accounts? Now is a good time to double-check.

Read More

Sep

21

2022

image for Why You Should Have A Statutory Durable Power Of Attorney

Why You Should Have A Statutory Durable Power Of Attorney

Posted by: Adair M. Buckner

An important component of an estate plan is a statutory durable power of attorney, otherwise called a general power of attorney. This power of attorney allows you to name an agent to carry on business-type activities on your behalf if for any reason you are not able to do so yourself.

Read More

Aug

18

2022

image for What Happens If You Don’t Probate A Will In Texas?

What Happens If You Don’t Probate A Will In Texas?

Posted by: Adair M. Buckner

Probate can be costly and complicated. Unfortunately, not probating a Will could cause your family more stress in the long run. If your loved one has passed away and left a Will behind, you may find yourself in a situation where this is the case.

Read More

Jul

27

2022

image for What Is The Cost Of A Simple Estate Planning Package

What Is The Cost Of A Simple Estate Planning Package

Posted by: Adair M. Buckner

People frequently delay drawing up a Will or other pieces of an estate plan because of concern for the cost. However, the cost of preparing a simple estate plan package is very reasonable. Compared to the expense of handling your estate without a Will, it's a bargain.

Read More

Jul

21

2022

image for How Do I Avoid Needing a Guardianship?

How Do I Avoid Needing a Guardianship?

Posted by: Adair M. Buckner

Pre-planning is necessary to avoid needing a guardianship. People live much longer these days, and Dementia and Alzheimers are a common issue families face with loved ones or themselves. Pre-planning to deal with incapacity is very smart.

Read More

Jul

6

2022

image for Slick Trick In Texas To Transfer Real Estate Without Probate

Slick Trick In Texas To Transfer Real Estate Without Probate

Posted by: Adair M. Buckner

Texas law has recognized an estate planning trick that is extremely effective and low cost, called a deed with an enhanced retained life estate or “Lady Bird” deed. This tool can be used for all types of real estate interests.

Read More

Jun

21

2022

image for How Much Does It Cost To Set Up A Guardianship?

How Much Does It Cost To Set Up A Guardianship?

Posted by: Adair M. Buckner

Guardianships are complicated and time-consuming. Unfortunately, they can also be expensive. This is how much you can expect to pay for a guardianship proceeding in Texas.

Read More

Jun

16

2022

image for 5 Estate Planning Basics for Same-Sex Couples & LGBTQ Individuals

5 Estate Planning Basics for Same-Sex Couples & LGBTQ Individuals

Posted by: Adair M. Buckner

Estate planning is even more important for LGBTQ individuals. In reflection of Pride Week, let’s discuss the necessity of estate planning for LGBTQ individuals and couples.

Read More

May

31

2022

image for When Can You Do A Small Estate Affidavit Procedure In Texas?

When Can You Do A Small Estate Affidavit Procedure In Texas?

Posted by: Adair M. Buckner

Has a loved one passed away without a Will? In some cases, you can avoid a lot of frustration by using a Small Estate Affidavit to legally transfer assets at very little expense to you.

Read More

May

11

2022

image for Do You Have a Blended Family? Estate Planning is Critical for You

Do You Have a Blended Family? Estate Planning is Critical for You

Posted by: Adair M. Buckner

People with blended families have the greatest need for estate planning in the state of Texas. Here are a few reasons why.

Read More