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Special Needs Trusts the Basics

Proper estate planning is crucial for parents of children with special needs. I have assisted parents and grandparents prepare special needs trusts to ensure their child or grandchild is protected financially and cared for when they are no longer able to do so. Having...

Estate Planning Basics: The Personal Representative

by Tanya Hendrix | Life

Every estate planning process that includes a last will and testament (i.e, every estate plan!) will require naming someone as the personal representative, a/k/a executor, of your estate. Most of my clients name a spouse, so they don’t have to give much thought to...

Charitable Giving

by Tanya Hendrix | Finance

An often overlooked idea for your assets after your death, is to give to the church or charities you supported during your lifetime. Charitable giving can be an important part of your estate plan and is definitely important to the charities you may support. I’ve...

3 Most Important Estate Planning Documents

by Tanya Hendrix | Life

Estate planning can be complex, or it can be very simple. Much of it depends on the size of your estate, that is, your net worth, and how complicated you want to make your estate plan. Most of my clients have very simple estate plans that consist of the 3 must-have...

Legacy: Power of Attorney & Advance Directive for Health Care

by Tanya Hendrix | Life

You are aware of the need for a Last Will & Testament, but there are other documents you need as well to ensure your assets are protected and your wishes are followed. Power of Attorney is an incredibly important document to have executed and in effect. It gives...