Probate Attorney Blog

Happy Sunday! I had a couple of conversations about this last week, so I thought I’d quickly remind all of you with kids out there – some day they are going to become adults too. And I’m not talking like, “they’ve finally moved out!” adults. I’m talking about the day they turn 18 and legally become an adult. The moment that happens, they receive all of the privacy rights and protections that you and I have – which is great…

A shorty but a goody today. If you own an LLC this one’s for you. If you recall, last year a new requirement went into effect for all LLC owners – you HAD to fill out a beneficial ownership information form with the government. If you did not file you faced potential fines and even jail time. The deadline for that filing was 12/31/2024… until it wasn’t. A court in Texas ruled the law unconstitutional and paused the filing requirements…

Happy New Year! Hope your new year has started off great. Mine was slightly auspicious, clouded in the fog of a really strong head cold (which I hear is going around)… but I’m on the mend! Today I wanted to talk about the most powerful (and underestimated) estate planning doc – the Power of Attorney. See, most people think estate planning is centered on death – where do you want everything to go and who do you want to be…

Happy New Year (almost)!Brooke and I are in Cabo to ring in the new year, plan out 2025 (if you’re married, you set annual goals with your spouse, right?) and get some much needed sunshine. I hope you’re wrapping your year up in style. Before I get to the fun stuff, a little bit of business… If you own an LLC and have NOT filed your fincen paperwork, have no fear, it has once again been deemed illegal and the…

Happy Sunday! No big messages today. Just a quick reminder that, although we may not always like everything about our family, we do get to choose how we react to them, how we interact with them, and whether or not we spend time with people that don’t make our lives better. I know, I know, that’s not really the PC thing to say. And that’s okay. Spend time with people you love, people that are excited for you to reach…

Happy Sunday! And remember, only NINE more shopping days left until Christmas!! Also, a reminder that our office will be CLOSED from 12/23 through 12/27 so the team can spend time with family and get rejuvenated for 2025! Since the holidays are upon us and most of us are spending time with family, I thought this would be a great time to remind you of what I’ve come to see as the best inheritance you can give. It’s not money….

Happy Sunday! And Happy Thanksgiving! Before I get into my thankful list, a couple of logistical bits of information. First, our office will be closed the entire week of Christmas so the team can spend time with family, eat too much food, and reflect on what a great year it’s been. Second, we only have a few more signing appointments available through the end of the year, so grab a spot before they’re gone! Third, and finally, in January we’ll…