The Benefits of Using a Pour-Over Will to Fund a Trust
A pour-over will acts as a safety net for trust-based estate plans by ensuring that overlooked assets are transferred into a trust. Learn how it works and why it matters.
Three Estate Planning Strategies to Keep Assets Out of an Estate
Strategic estate planning can help keep certain assets out of an estate and reduce probate complications. Learn three common strategies used to transfer assets efficiently.
Estate Planning for New Homeowners
Buying a home is a major milestone—and a key moment to consider estate planning. Learn how new homeowners can protect property and plan with confidence.
Three Types of Beneficiaries Who May Need the Protection of a Trust
Trusts are often used to protect beneficiaries, not just assets. Learn which beneficiaries may benefit most from the structure and protection a trust provides.
Testamentary vs. Inter Vivos Trusts: What’s the Difference?
Testamentary and inter vivos trusts serve different estate planning purposes. Learn how they work, how they differ, and which option may be right for your family.
What Is an Irrevocable Trust and When Does It Make Sense for Your Estate Plan?
An irrevocable trust is a powerful estate planning tool that offers asset protection and long-term benefits. Learn how it works and when it may be appropriate.
Why New Grandparents Should Create an Estate Plan
Becoming a grandparent is a powerful reason to revisit estate planning. Learn how thoughtful planning helps grandparents support and protect future generations.
What Is the Purpose of Durable Power of Attorney Documents?
Durable powers of attorney protect you during incapacity by allowing someone you trust to make decisions on your behalf. Learn why these documents are essential to any estate plan.
Do I Have To Be Rich To Create A Trust?
Trusts aren’t just for the wealthy. Learn how everyday families use trusts to protect their assets, preserve privacy, and provide clarity for loved ones—without needing millions in the bank.
When Should You Update Your Estate Plan?
Life changes—and your estate plan should too. Learn when and why updating your estate plan can help protect your wishes and prevent unnecessary complications for your family.
Why Estate Planning Should Be On Every New Parent’s To-Do List
Becoming a parent changes everything. Learn why estate planning is essential for new parents and how it helps protect children, guardianship decisions, and family stability.
Can Parents in Texas Disinherit Their Children?
Texas parents can disinherit an adult child—but only with proper planning. Learn how wills and trusts can help parents control inheritances and protect their legacy.