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4 Common Mistakes When Creating a Will

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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

One Estate Planning Task To Take Care Of Every Year

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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 Outdated plans lead to stress, hassle, and expense for your loved ones who you leave behind when you … [Read more...]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

No More Cheeseburgers in Paradise

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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

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

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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

Medicaid vs. Long-Term Care

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One of the most uncomfortable things you might have to do in your lifetime is plan for when you're not around. To that end, you may want to use legal documents like a will or trust to pass assets on to your loved ones. But another sobering thing you can't overlook is the need for long-term care. In short, most people need it. According to the Office of the Assistant Secretary for Planning and Evaluation, 70% of adults who survive to the age of 65 will have "severe" needs for long-term service … [Read more...] about Medicaid vs. Long-Term Care

Texas History & Lore: The Broadway Legend from Wichita Falls, Texas

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TOMMY TUNE, the acclaimed Broadway choreographer and performer, hails from Wichita Falls, Texas. Known for his towering height (6′ 6″) and remarkable talent, Tune has won numerous awards for his work on Broadway, including ten Tony Awards, the National Medal of Arts, and a star on the Hollywood Walk of Fame. Tommy Tune’s versatility and talent have made him a Broadway icon. He is the only person to win Tony Awards in the same categories – Best Choreographer and Best Direction of a Musical – … [Read more...] about Texas History & Lore: The Broadway Legend from Wichita Falls, Texas

Crucial Estate Planning Instruments

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When you are making an estate plan, it is often difficult to know exactly where you should start. There are a lot of different instruments you may need depending on your goals for your legacy and your specific family situation. Still, there are a few basic instruments that just about everyone should make sure to have in place. Here are three of the most crucial estate planning instruments that just about everyone needs: 1. A Last Will and Testament. Recently, a Yahoo article revealed some … [Read more...] about Crucial Estate Planning Instruments

In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge

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The grief of putting my dog down got me wondering about how animals process grief and how much harder it may be for them because they lack the ability to put their feelings into words the way that humans can.  Thus, the idea for this blog focusing on options for pets upon the death of their owners was born, including, but not limited to, pet trusts in their owners' estate planning instruments. Read on to learn more. Contact us at (281) 759-3213 to discuss your options to provide for your … [Read more...] about In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge