First, let’s talk about what doesn’t matter with a trust (necessarily) – money. People often have trusts without a lot of assets, because they provide the functionality they need. Here are those three reasons: 1. Avoid probate. 2. Management and control of assets after death (minor children that you don’t

Happy Sunday! This week I wanted to talk about something that’s a little depressing, but also empowering if you choose to view it that way. My parents are visiting this week from Kansas. They tend to get out here about once a year, and we tend to get back there

Happy Sunday from sunny and rainy Austin, Texas! We had a great mastermind meeting this week and talked about everything from AI, to accounting and taxes, to client service, to therapy (there’s nothing off limits). I wanted to talk about one of the things we talked about because I think