Jackie Cara of the Rabalais Law Firm was our guest speaker on March 22nd.  She spoke to about an aspect of planning tht many of us avoid considering jut as long as we can...

It is not rocket science...it just takes a little time and thought to protect our assets and our families.

 

Some things to consider include:

• Is it possible to avoid costs and delays of a Texas Probate?
• How to choose between a Living Trust and a Last Will and Testament.
• Which assets should (and should not) be transferred to your trust to avoid probate.
• Three advantages and two disadvantages of a Revocable Living Trust in Texas.
• Why a living trust may be “a must” if you own real estate in or outside of Texas.
• How to keep your estate planning legal documents up-to-date for the rest of your life.
• How your loved ones will manage your estate if you become incapable.
• How to keep your financial accounts and investments private.