The Estate Planning Toolbox

The Estate Planning Toolbox

John Conner is back with a new series on Digital Assets. In part 1, John defines Digital Assets and what this includes.

The Estate Planning Toolbox

John Conner wraps up his series on the Texas Probate Process with information on alternatives to probate, will contests, taxable estates and more.

The Estate Planning Toolbox

In part 3 of the Texas Probate Process, John Conner breaks down the steps of administering an estate. Once the Executor has completed the early steps covered in Part 1 and 2, they are now in charge of distributing assets and taking care of finances.

The Estate Planning Toolbox

John Conner continues his series on the Texas Probate Process to discuss having a will admitted to probate, the hearing, and what happens next for the executor.

The Estate Planning Toolbox

John Conner kicks off a new series to break down the Probate Process in Texas. In part 1, John gives a general overview of probate and the tasks for an executor administering a will.

The Estate Planning Toolbox

John Conner kicks off the new year with an estate planning checklist to review important documents you may be looking to create or update this year.

The Estate Planning Toolbox

John Conner concludes his series on gift giving with a different angle - giving more for less. Learn more as he explains the "squeeze" and "freeze" method when making bigger gifts.

The Estate Planning Toolbox

John Conner breaks down making gifts to charities in a new episode of his holiday series "The many ways to make a gift."

The Estate Planning Toolbox

John Conner continues the series on the many ways to make a gift. In today's episode, he covers the grounds of making direct gifts and using trusts to make gifts.

The Estate Planning Toolbox

John Conner kicks off the season of giving with a new series on making gifts and the corresponding tax limits. In today's episode, learn about the new and upcoming 2019 exemption amounts.