Resources

Estate Planning for Blended Families

For purposes of estate planning, a blended family is one where married couples have children from previous relationships or marriages. These families can include step children, half siblings, or even extended family members who live in the same household. It is very important to revisit your estate plan after a divorce or remarriage, especially when children are involved. The only way to make sure your children are protected in these situations is to have an estate plan in place that reflects your wishes. […]

Texas Single-Member LLC Owners Gain More Protection

On September 1, 2023, Senate Bill 2314 became law and changed the landscape of asset protection for small business owners across the state of Texas. But this significant change in the law seems to have slipped under the radar. Owners of single-member LLCs now enjoy the same protection from creditors that owners of multi-member LLCs have had for years. Seems like cause for celebration, right? Absolutely. So why didn’t this announcement make the big splash it deserved? In large part because most business […]

The New Corporate Transparency Act: What Every Small Business Needs to Know

On January 1, 2024, the Corporate Transparency Act (CTA) goes into effect. The CTA has far-reaching implications for millions of small businesses, creating new reporting obligations for owners and decision-makers. Understanding the impact this new law has on your business is critical, as the law imposes civil and criminal penalties for non-compliance, including fines up to $10,000 and imprisonment up to two years. So let’s find out if the CTA affects your business and what you may need to do to comply. What […]

Why You Should Avoid Do-It-Yourself Wills

I admit, it’s tempting. The lure of the instant solution, avoiding a stodgy lawyer’s office, saving money, and a easy way to check that project off your to-do list. I’m speaking of course about the myriad of online options for creating your own will or trust. It seems like they’re all over the internet these days. But like so many other things on the internet, you should be careful where you tread. Sometimes because you can doesn’t mean you should. Not that you’re […]

Is it Time to Review Your Estate Plan?

When you had your will drafted years ago, you might have thought it could sit in your file cabinet until that fateful day when it was needed and everything would work out just fine. That might be true, but the reality is that things change, and the estate plan you set up in your 30s might not be what you need in your 50s or beyond. So maybe it’s time to blow the dust off and take a look at your documents to […]

Are Charitable Trusts Right for You?

There are many reasons why people donate to charity. While tax benefits may be important to some, altruism is far and away the leading impetus for giving away one’s assets. Donors may have a personal connection to a certain cause or simply want to be part of something meaningful, but the feeling they get from their benevolence is likely the driver of their generosity. Luckily for such kind-hearted people, there are estate planning techniques that make fulfilling their charitable intent both tax-efficient and […]

Providing for Beloved Pets and Service Animals

Let’s face it. Our pets are not just loyal companions, they’re members of our family. We have them groomed, we make sure they have their favorite chew toys when we leave for work, we hire pet-sitters when we go out of town. We even buy pet insurance to cover their medical expenses. We love them like children. And just like our kids, they are dependent on us for their care. So what would happen if you were unexpectedly missing from their life? Well, […]

Notary Service Rules and Guidelines

TrustBridge Legal provides professional, reliable, and friendly notary services. We are trained and certified to complete a wide variety of notarial transactions by the American Association of Notaries (AAN). We are officially licensed by the Texas Secretary of State, and we are bonded and insured for your peace of mind. We offer two cost-effective notary options to meet your needs. In-person at our office – Simply make an appointment to come by our office at 12900 Preston Road, Suite 620, Dallas, TX 75230 […]

Ancillary Documents and Planning for Incapacity

It could happen at any time. You are unexpectedly struck by an illness or injury that leaves you unconscious or otherwise unable to communicate. Your doctors are unaware of your wishes regarding life-saving measures, and they can’t rely on your loved ones for medical decisions because federal law prevents them disclosing details about your condition. Or perhaps your incapacity is prolonged, your mortgage and other bills are due, and your loved one don’t have access to your bank account to make payments. These […]

10 Things To Know About Beneficiary Designations

Estate planning is about much more than just a will or living trust. While many of your assets can pass to your loved ones through those documents, there are plenty more assets that cannot. These “non-probate” assets are ones that require you to name a beneficiary that will receive the assets when you pass, and include life insurance policies, annuities, 401k plans, IRAs, pension plans, stock options, and government benefit plans. Choosing who you name as a beneficiary might seem like an easy […]

You have questions. We have answers.

Estate Planning for Blended Families

Texas Single-Member LLC Owners Gain More Protection

The New Corporate Transparency Act: What Every Small Business Needs to Know

Why You Should Avoid Do-It-Yourself Wills

Is it Time to Review Your Estate Plan?

Are Charitable Trusts Right for You?

Providing for Beloved Pets and Service Animals

Notary Service Rules and Guidelines

Ancillary Documents and Planning for Incapacity

10 Things To Know About Beneficiary Designations

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