How to Include a Pet Trust in Your Estate Plan

How to Include a Pet Trust in Your Estate Plan

Did you know that with a pet trust you can put your pet(s) in your estate plan? It’s true! Even some celebrities have trusts for their pets. As an estate planner, I love helping people make sure their loved ones are cared for after they pass away. But when you think...
Estate Taxes—Should You Be Worried?

Estate Taxes—Should You Be Worried?

What comes to mind when you think about taxes? Most people immediately think of income tax (the annual payment we make to the government based on our earnings.) However, there’s a whole other realm of taxation that you might have heard scary things about:  estate...

Aging Parent Answer Team at Markey Street Coworking

  Join me and the Aging Parent Answer Team at Markey Street Coworking in Belton for an engaging discussion on common issues we face as we and our parents age. The lively question-and-answer format means each presentation is different and never dull. You can get...