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Category Archives: Financial Planning
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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Estate Planning Complete? When Will This Be Done?
Many people who prepare a will or trust don’t realize that many (and sometimes most) of their assets won’t pass under that document. So if you have a life insurance policy or a retirement plan, chances are you have prepared … Continue reading
Posted in Beneficiary designation, Estate Planning, Financial Planning, Income Tax, IRS, life insurance, Probate, Tax, Trusts, Wills
Tagged bank account, beneficiary, digital assets, estate planning, financial advisor, income tax, life insurance, trust, will
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Estate Planning Complete? Not Another Issue!
For this series of postings, we are assuming you have taken care of preparing and keeping current all of your estate planning documents like a will, trust and powers of attorney. But there are numerous other items that you should … Continue reading
Posted in Advance Directives, Elder Care, Estate Planning, Financial Planning, Power of Attorney
Tagged caregiver, elder care, estate planning, guardian, long term care, Medical Power of Attorney
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