Ryan Trobee

Mar 18, 2020

Estate Planning in the Wake of the Covid-19 Outbreak

2022-08-17T19:56:31+00:00March 18th, 2020|Tags: , , , |

The rapidly evolving coronavirus (COVID-19) pandemic has profoundly affected the daily lives of most Americans. At the time of this writing, the State of Texas has 85 confirmed cases. Here in Dallas, the mayor recently ordered all public gatherings to be capped at 50 people, and that all restaurants to temporarily end dine in services. [...]

Jan 27, 2020

Avoid Guardianships with Proper Planning

2022-08-17T19:56:31+00:00January 27th, 2020|Tags: , , , , |

Texas has a legal system to protect persons who are unable to care for themselves due to physical and mental incapacity. After an individual is found to be incapacitated by clear and convincing evidence, and that it is in their best interest, the Court may appoint a guardian who has the legal authority to help [...]

Jan 6, 2020

How do trusts work in your estate plan?

2022-08-17T19:56:32+00:00January 6th, 2020|Tags: , , , , |

The basic purpose of a trust is to place authority over assets in a person other than the intended ultimate beneficiary of those assets. The goals to be achieved with trusts in place can range from creditor protection of the beneficiary, providing for an incapacitated beneficiary, preservation of a beneficiary’s government and need-based benefits, to [...]

Nov 11, 2019

Is It Wise to Name My Children as Co-Executors of My Estate?

2023-01-23T18:07:34+00:00November 11th, 2019|Tags: , , , , |

When it comes to our clients and their estate planning, most of them want to make sure that their children are treated equally. To that end, a typical client leaves their property in equal shares to their kids. But what about naming an executor (aka the person in charge of administering the estate)? Should [...]

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