How to Help your Elderly Loved One Organize their Personal Business Affairs

Let’s face it: for most people, getting and staying organized is hard.  Organizing someone else’s finances is not easy either. So, let’s say that the time has come for you to step in and help your elderly friend or relative with their finances.  If you are lucky, they asked for help at a…

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For Business Owners – The DANGER of Not Having a Power of Attorney & a Will!

If you own a business and haven’t made proper arrangements, you are leaving your employees, customers, business associates, and family vulnerable. For instance, what if something happened to you?  What if you were 1) disabled and unable to perform your duties; or 2) deceased? Whether you have a family business,…

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How Many Certified Letters Testamentary Should You Order?

If you have recently been to a Texas probate court and been granted  Letters Testamentary, you will be asked how many certified copies you need.  How should you determine this? The first thing that you should do is to make a list of the property that needs to be transferred.…

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How Many Death Certificates Should You Order?

If a loved one recently passed and you are in charge of arrangements, you will need to decide how many death certificates to order. This is often taken care of by the funeral director as part of the funeral arrangements. Here is a general list to show how many certificates…

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Financial Fraud in a Marriage

Financial fraud in a marriage can occur in various ways.  Usually, but not always, the violating spouse has more power and/or earning capacity than the other spouse. Ways in which financial fraud can occur: 1. Fraudulent spouse spends money on extramarital relationships or on other family members without the innocent…

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