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May 2017 Archives

Estate planning provides personal preference and peace of mind

In one's financial affairs and in life, there are two basic ways of doing things: organized and disorganized. Being organized in Texas and elsewhere is a good thing that results generally in success, whereas doing things in a disorganized manner, or not doing them at all, can cause financial and personal disarray. With respect to estate planning, an individual definitely wants to be organized to avoid disaster and to leave one's family and loved ones with smooth sailing after his or her death.

Estate planning works best when shared with family members

Family members may find it interesting to discuss financial issues, but generally that does not carry over to freely discussing topics of inheritance and estate planning. That is a mistake that families in Texas and elsewhere should correct wherever possible. Having open and detailed discussions about financial status and estate planning for the inevitable events of the future can be an emotional relief for all concerned.

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