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Category Archives: Financial Planning
Your Inheritance – Are You Ready?
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered. Here are some things … Continue reading
Posted in Estate Planning, Estate Tax, Financial Planning, Income Tax, Inheritance, Tax, Trusts, Wills
Tagged bank account, estate planning, financial advisor, income tax, inheritance, IRA, special needs trust, taxes, will
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Avoiding A Contest
Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone. So here are a few things to keep … Continue reading
Posted in Estate Planning, Financial Planning, Inheritance, Probate, Uncategorized, Will challenge
Tagged estate planning, planning, probate, will, will challenge
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Update Your Beneficiary Designations!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your children have moved out on their own and perhaps have … Continue reading
Posted in Beneficiary designation, deed, Estate Planning, Financial Planning, Inheritance, life insurance, Special Needs Issues, Special Needs Trust, Wills
Tagged bank account, beneficiary, death, estate planning, IRA, life insurance, special needs trust, trust, will
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Involving Your Entire Family in Planning
As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading
Posted in Estate Planning, Financial Planning, Inheritance, Trusts, Uncategorized, Wills
Tagged beneficiary, caregiver, death, estate planning, financial advisor, planning, trusts, wills
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Who Cares for My Minor Children When I Don’t Have a Will?
In Texas, the law states that as a parent of a minor child you have numerous rights and duties. Among them is to care, control, and protect the child. Most parents also desire to keep their children safe, teach them … Continue reading
Posted in Estate Planning, Financial Planning, Guardianship, Probate, Trusts, Wills
Tagged death, estate planning, guardian, probate, trust, will
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