Blog

4 Easy Tips for You to Use When Filing Your Tax Returns

The deadline to file your tax return this year is Monday, April 15th. Write this date down in your planner, place it on a sticky note on your refrigerator, or commit it to heart, whatever you need to do to make sure you do not miss this important deadline. If you do need more time, however, you can request a ...

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What to Do When Returning Home After a Hurricane

We help our clients plan forward everyday. From estate planning to business planning to making decisions surrounding long-term care, we are committed to you and our community. It doesn’t begin and end though with having the right documents in place.

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5 Ways the New Tax Bill Can Help You and Your Family

Earlier this year, the Tax Cuts and Jobs Act (TCJA) was signed into law and quickly began taking effect. As many of you may know, the new tax law brings significant changes to the future tax landscape, many of which differ for each of us. Learn more in our blog today!

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The Reasons Why a Durable Power of Attorney is Important

Do you know how to ensure there is someone who can make your decisions if you are incapacitated? A separate document, called a durable power of attorney, ensures that your affairs are handled by someone you trust in the event you become unable to handle them yourself. Learn more from us today!

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Revocable Trusts are Much Harder to Contest Than Wills

A revocable trust’s contestability protection is valuable in more ways than one. Not only does it save on litigation costs typically paid from estate assets, but it avoids delays and emotional stress when families are grieving. Learn more from us today!

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Tips for Choosing the Right Decision Maker

If you are currently struggling to choose a decision maker for yourself, know you are not alone. Many people have difficulty deciding who they want to carry out tough decisions for them on their behalf. Let us share tips for choosing the right person for you today!

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Gerald Winters P.C. Round Rock TX

Hurricane Harvey has revealed just how important paper documents still are, even in the digital age. Follow this checklist for how to replace key documents that may have been lost or destroyed.

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