Category: Estate Planning

when mom refuses to get an Estate Plan

Creating a Successful Business Exit Plan

Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in 1969. This year, he’s stepped away, selling the resort to Broadreach Capital Partners and Cedar Capital Partners. While we don’t know how much the resort was sold for, the structure of the sale shows how this iconic real estate investor has built a successful exit strategy.

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when mom refuses to get an Estate Plan

A Life Settlement Might Be an Option

A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by Covid-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.

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when mom refuses to get an Estate Plan

Serving as a Caregiver for the Elderly

Many people transitioning into an elderly life start to require assistance in their everyday lives, especially if they suffer from a chronic or end-of-life medical condition. They need help for tasks, including bathing and eating.

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when mom refuses to get an Estate Plan

Retirement Myths Could Do Real Harm

A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.

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when mom refuses to get an Estate Plan

Pay for Your Debts at Death

If you are concerned about incurring debt after a family member’s death or are worried how your own debt will impact your family, here are some things you should know.

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Information in our blogs is very general in nature and should not be acted upon without first consulting with an attorney. Please feel free to contact Texas Trust Law to schedule a complimentary consultation.
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