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Home » blog

Thought of the Day

August 14, 2025 by Emily J. Wyatt

Totd

"Honest communication is built on truth and integrity and upon respect of the one for the other." - Benjamin E. Mays … [Read more...] about Thought of the Day

Filed Under: General

National Make-a-Will Month

August 13, 2025 by Emily J. Wyatt

National Make A Will Month

Although many Estate Plans have a Revocable Trust as the foundation for the plan, Wills play an important role in a comprehensive Estate Plan. Alarmingly, most Americans don’t have a Will even though they know it’s important. In honor of National Make-a-Will month, let’s explore the often overlooked and neglected Estate Planning document, the Will. Continue reading to learn more.   … [Read more...] about National Make-a-Will Month

Filed Under: Estate Planning, Legal Education Tagged With: attorney, estate plan, Estate Planning, guardian, intestate, National Make a Will Month, revocable trust, will

You Should Think Twice Before Using AI in Estate Planning

August 11, 2025 by Emily J. Wyatt

There are many new technologies that have brought on big changes, and artificial intelligence ("AI") is one of them. In recent years, AI technologies like Chat GPT have come to the forefront. These technologies allow machines to do things that humans normally need to do. For some people, the rise of AI seems to present an opportunity to simplify complex tasks -- like making a will or other estate planning documents. If you are tempted to use an AI program to help you to create your estate … [Read more...] about You Should Think Twice Before Using AI in Estate Planning

Filed Under: Estate Plan

Thought of the Day

August 7, 2025 by Emily J. Wyatt

Totd

"To any entrepreneur: If you want to do it, do it now. If you don't, you're going to regret it." - Catherine Cook … [Read more...] about Thought of the Day

Filed Under: General

Do Your Parents Have an Estate Plan?

August 6, 2025 by Stephen A. Mendel, Estate Planning Attorney

Application Of The Transfer For Value Rule To The Sale Of Life Insurance

One of the most important things a person might do in their lifetime is create an estate plan. Unfortunately, it can also be one of the most difficult things they might ever do. That isn't because estate planning has to be complicated. With the help of an estate planning attorney, the process can actually be quite smooth and easy. Rather, it's that many people have a hard time coming to terms with the idea of not being around. Because of that, they may be inclined to put off the process of … [Read more...] about Do Your Parents Have an Estate Plan?

Filed Under: General

4 Common Mistakes When Creating a Will

August 4, 2025 by Emily J. Wyatt

Last Will And Testament Origin

It is difficult to think about what might happen to your loved ones and your assets after you're gone. That's why many people put off creating a will even though they know it's an extremely important thing to do. Caring.com reports that the number of Americans who have a will went from 33% in 2022 to just 24% in 2025. The main reason for not having a will was simply that people "hadn't gotten around to it". The second most common reason for not having a will was people thinking they don't have … [Read more...] about 4 Common Mistakes When Creating a Will

Filed Under: General

One Estate Planning Task To Take Care Of Every Year

August 4, 2025 by Emily J. Wyatt

Estate planning requires thinking about pretty unpleasant topics, like what is going to happen after your death. Since this isn't a fun subject to consider, it's not a surprise that many people put off creating an estate plan. Many people also make a plan, but then assume that they are done and they don't have to think about it anymore. That can be a mistake. Estate plans require updates! Outdated plans lead to stress, hassle, and expense for your loved ones who you leave behind when you … [Read more...] about One Estate Planning Task To Take Care Of Every Year

Filed Under: General

Thought of the Day

July 31, 2025 by Emily J. Wyatt

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"Be Brave. Take Risks. Nothing can substitute experience." - Paulo Coelho … [Read more...] about Thought of the Day

Filed Under: General

No More Cheeseburgers in Paradise

July 30, 2025 by Emily J. Wyatt

No More Cheeseburgers In Paradise

Jimmy Buffett’s brand of music inspired a way of life dedicated to relaxing. As "Parrotheads" know, a trip to Key West, Florida embodies everything Jimmy held dear and serves as the backdrop to many of his songs. More than one city hosts a restaurant titled after his hit song, “Margaritaville.” While Buffett appeared to live a carefree lifestyle full of fun, his 2023 death alerted us that his passing left some issues unresolved. Continue reading to learn more.   … [Read more...] about No More Cheeseburgers in Paradise

Filed Under: Estate Planning, Legal Education

Texas History & Lore: A Unique Celebration in Bertram, Texas

July 29, 2025 by Stephen A. Mendel, Estate Planning Attorney

THE OATMEAL FEST: Nestled in the Texas Hill Country, the town of Bertram comes alive each year with a unique and quirky celebration known as the Oatmeal Festival. This annual event, held on the weekend before Labor Day, is a testament to the town’s community spirit and its connection to a neighboring town named Oatmeal. The Oatmeal Festival began in 1978 as a way to bring together the communities of Bertram and Oatmeal, both located in Burnet County. Over the years, it has grown into a … [Read more...] about Texas History & Lore: A Unique Celebration in Bertram, Texas

Filed Under: General

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