How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.
June 30, 2020
What Should I Keep in a Safe Deposit Box?
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
June 26, 2020
Utilizing the SECURE and CARES Acts?
There have been several law changes that affect IRAs passed since December 2019.
June 24, 2020
Brad Wiewel discusses Surviving Texas Probate
In the second part of our video series, Brad Wiewel discussed his new book, Surviving Texas Probate, on KXAN. Brad and host Rosie Newberry talked
June 23, 2020
Times In Life When Wills Need To Be Reviewed
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
June 22, 2020
Looking at tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
June 17, 2020
Protecting a Digital Legacy
The world exists just as much online, as it does offline. Failing to recognize that when planning for the end of life, can lead to unexpected repercussions for survivors.
June 15, 2020
Watch Brad Wiewel discuss why you need a Will on NBC
In May of 2020, Brad Wiewel was interviewed on NBC Austin affiliate KXAN’s morning show, Studio 512. He discussed why someone needs a Will and
June 11, 2020
Do Beneficiaries of a Will Get Notified?
In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…
June 2, 2020
Steps to Take When a Loved One Dies
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
May 28, 2020