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January 2014 Archives

With the new year, time for careful scrutiny of your estate plan?

Here is an important question to pose internally from time to time for any Texas resident or person elsewhere who has, with assistance from an experienced estate administration attorney, crafted a well-tailored estate plan: How often should that plan be revisited and tweaked?

Beneficiary designations: Periodically revisit and stay current

Don't be surprised during a consultation with an experienced estate planning attorney if talk turns to beneficiary designations. Many people flatly fail to think about the persons they have selected to receive assets from various sources. Sometimes they insert a name and never revisit the matter, notwithstanding a passage of years and highly modified circumstances. Sometimes they fail to even consider the matter, providing for no beneficiary all.

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Hayes & Wilson, PLLC
1235 North Loop West
Suite 907
Houston, TX 77008

Phone: 713-880-3939
Fax: 713-880-9990
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