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How to Change Your Beneficiary on Non-Qualified Retirement Accounts?
Changing the beneficiary on your checking, savings, or investment accounts is an important aspect of estate planning and asset...
Taylor Willingham
Jan 21, 20243 min read
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Burn Your Boats? - The Principle of Risk - History of Succession
Born into the royal family of Gabon, Gaspar Yanga was captured and enslaved on the Nuestra Señora de la Concepción sugarcane plantation,...
Taylor Willingham
Jan 17, 202410 min read
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Who's Who of Estate Planning
What is an Executor? An Executor is a person appointed in a will to administer the deceased's estate. This role involves a range of...
Taylor Willingham
Jan 17, 20246 min read
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What is the Best Asset Protection Tool in Texas?
In a case where a man worth $400 million, serving as Chief Financial Officer, commits fraud, leading to the bankruptcy of his company,...
Taylor Willingham
Jan 15, 20245 min read
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What is a Lady Bird Deed (an Enhanced Life Estate Deed)?
Understanding the purpose of a Lady Bird Deed is crucial before delving into its specifics. Consider this scenario: your father needs to...
Taylor Willingham
Jan 15, 20243 min read
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What Happens to My Social Media Accounts After I Pass Away?
Why Should I Care What Happens to My Social Media Account? I'll Be Dead. Over the last ten years, I've consistently shared snapshots of...
Taylor Willingham
Jan 13, 202411 min read
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What if I Don't Have Anyone to Serve as My Financial Power of Attorney?
Addressing the question of who will manage your affairs if you become incapacitated is essential. In a previous blog post, I discussed...
Taylor Willingham
Jan 12, 20242 min read
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How to Find Financial Assistance for Seniors?
Navigating the maze of benefits and assistance programs available for seniors can be a daunting task. With numerous options spread across...
Taylor Willingham
Jan 8, 20242 min read
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Ultimate Guide to Beneficial Ownership Information Reporting.
I. Beneficial Owners Who is a beneficial owner of a reporting company? A beneficial owner is an individual who either directly or...
Taylor Willingham
Jan 5, 20248 min read
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Navigating Probate in Texas Without an Attorney: Is It Feasible?
In the realm of estate management, a common question arises: Is it possible to probate an estate in Texas without the assistance of an...
Taylor Willingham
Jan 5, 20242 min read
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How to File Beneficial Ownership Information Form
Title: Navigating the Complexities of Filing a Beneficial Ownership Information Form with the Federal Government As a seasoned attorney...
Taylor Willingham
Jan 5, 20243 min read
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Assigning Real Estate Contracts in Texas Without a Real Estate License: Is It Possible?
Texas New Law About Assigning Real Estate Contracts 22 Tex. Admin. Code § 535.6 If you're involved in real estate investment,...
Taylor Willingham
Jan 4, 20243 min read
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Understanding the Role of a Durable Power of Attorney in Texas Estate Planning
Introduction When it comes to estate planning in Texas, one common question that arises is the importance and role of a Durable Power of...
Taylor Willingham
Jan 3, 20242 min read
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