Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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Lessons From Anne Heche’s Estate Planning Fail
Uncategorized

October 17, 2022

Lessons From Anne Heche’s Estate Planning Fail

When Anne Heche recently passed away in a tragic accident, she did not leave a Will, an Estate Planning key aspect. Confronting the possibility of one...

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Adult Children Worry About Boomer Parents’ Care
Adult Children

October 10, 2022

Adult Children Worry About Boomer Parents’ Care

Find out why inflation has adult children worrying about their boomer parents’ elder care. With many Americans already struggling as rising inflation ...

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Long-Term Care v. Medical Insurance or Both?
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October 3, 2022

Long-Term Care v. Medical Insurance or Both?

Most people buy life insurance and health insurance policies, but one critical insurance coverage that often gets overlooked is long-term care insuran...

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How Using A Quiet Trust in Your Estate Plan Can Help Push Your Heirs To Strive Harder For Success
Uncategorized

September 26, 2022

How Using A Quiet Trust in Your Estate Plan Can Help Push Your Heirs To Strive Harder For Success

Have you ever heard of a Quiet Trust? Are you worried your children are relying too much on mom and dad for their financial security? Avoid a serious ...

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Document Storage 101: What To Trash, What To Keep, Plus Other Ways To Store Important Documents
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September 19, 2022

Document Storage 101: What To Trash, What To Keep, Plus Other Ways To Store Important Documents

We all deal with various documents in our lifetime – most of our daily transactions result in one or more. Document storage is key, because while it’s...

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3 Significant Ways Pre-Planning Your Funeral Arrangements Can Help Your Loved Ones
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September 12, 2022

3 Significant Ways Pre-Planning Your Funeral Arrangements Can Help Your Loved Ones

Have you thought about who will be responsible for taking care of your funeral arrangements when you die? When an individual passes away without a fun...

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Antoinette Bone Recognized In 360 West Magazine’s Top Attorney In 2022
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September 9, 2022

Antoinette Bone Recognized In 360 West Magazine’s Top Attorney In 2022

360 West’s Top Attorneys for 2022 recognizes Antoinette Bone for the fourth consecutive year. Consult a leading Estates and Elder Law attorney in DFW ...

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The Four Provisions You Shouldn’t Overlook In An Estate Plan
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September 5, 2022

The Four Provisions You Shouldn’t Overlook In An Estate Plan

A lot of considerations go into your Estate Plan to ensure that your estate is dealt with according to your wishes. But, sometimes, even the best-laid...

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ATTENTION: This Important Update On The Portability of the Estate Tax Exemption May Be Beneficial For You
Estate Planning

August 22, 2022

ATTENTION: This Important Update On The Portability of the Estate Tax Exemption May Be Beneficial For You

Surviving spouses now have a longer window to benefit from unused gift and estate tax exemption of their dearly departed’s estate. On July 8, 2022, th...

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