Blog


Nov

16

2022

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4 Estate Planning Questions To Ask Your Loved Ones Over The Holidays

Posted by: Adair M. Buckner

The holidays are a perfect time, while family and friends are gathered together (safely distanced, of course), to discuss whether your loved ones' estate planning and related legal matters are in order. It is an emotional subject to approach, but it is much better to be brave and tackle the subject than to avoid the discussion. Later regrets that plans which should have been made were not, will leave you with an even harder situation to deal with.

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Oct

14

2022

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What Is Involved In Setting Up A Living Trust

Posted by: Adair M. Buckner

Setting up a living trust is the best way to ensure your assets are passed onto the right people if you pass away. So how do you start the process?

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Jul

6

2022

image for The Difference Between Statutory Transfer On Death Deed & Lady Bird Deed

The Difference Between Statutory Transfer On Death Deed & Lady Bird Deed

Posted by: Adair M. Buckner

Two terms are used in the state of Texas to describe a deed that automatically transfers title to real estate you own on your death a transfer on death deed and a Lady Bird Deed (LBD). The distinction between these two deeds is subtle, but very important.

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Jun

16

2022

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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.

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Apr

25

2022

image for Do I Need A Trust? - When You Should & Shouldn't Set Up A Living Trust

Do I Need A Trust? - When You Should & Shouldn't Set Up A Living Trust

Posted by: Adair M. Buckner

I frequently am asked by prospective estate planning clients, "Do I need a trust?" The answer is the classic one: It depends.

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Apr

15

2022

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What Types Of Trusts Can You Use For Special Needs?

Posted by: Adair M. Buckner

Trusts are an excellent tool to provide for the future needs for yourself or your loved ones. A trust can be especially beneficial if you have children with special needs, including minor children and adult children with disabilities. You can also create a trust for yourself if you need to apply for Medicaid and your assets exceed the limits to qualify.

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Mar

31

2022

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6 Compelling Reasons to Have a Living Trust

Posted by: Adair M. Buckner

There are at least six really good reasons for you to have a living trust in your estate planning package.

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Mar

3

2022

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How Much Probate Costs With And Without A Will In Texas

Posted by: Adair M. Buckner

Many people are afraid of drawing up a will and doing other estate planning because of the perceived high cost. The truth is, drawing up a will is a small cost compared to the cost of probate of an estate if you die without a will and own almost any property.

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Feb

2

2022

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How Much Does It Cost To Set Up A Trust?

Posted by: Adair M. Buckner

A revocable trust is one that can be completely or partially revoked either during the lifetime of the person creating the trust or afterward. An irrevocable trust means just that: it cannot be revoked.

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Jan

12

2022

image for Why You Should Start Estate Planning In Your 20's

Why You Should Start Estate Planning In Your 20's

Posted by: Adair M. Buckner

Estate planning isn't just for rich or older individuals. Even young, asset-poor 20-somethings should start thinking about how their property will be distributed in the event of a tragedy. Drawing up an estate plan is not as much an action you need to take for yourself, but one you should take for your loved ones.

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