People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive…

Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following…

One aspect of your estate plan that you may not yet have taken into consideration is your digital legacy. If you are considering estate planning in Plano to protect your…

In estate planning, a power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another person (principal). A common question…

A power of attorney is a powerful estate planning document that enables you (the principal) to give another person (the agent or attorney-in-fact) the power to act for you while…

Estate planning can be complicated. The person you name as your executor will be accountable for a number of important tasks, even in managing the administration of a small estate….

Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or adjust it. If you are considering engaging in estate…

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