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
Giving lets you practice your core values
How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.
June 5, 2020
Transferring your house to your children
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
June 3, 2020
Prevent Estate Administration Problems
If your will was signed before 2013 and you have a so-called by-pass estate tax saving trust that is no longer necessary, you really should update and simplify your will.
June 1, 2020
Testamentary Trusts give Protection to assets
Utilization of a testamentary trust for the surviving spouse is an excellent idea, whether the survivor is the husband or wife.
May 26, 2020
Passing the Vacation Home to the Family
Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?
May 22, 2020
What is a Survivorship Period?
Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.
May 18, 2020
Which Takes Priority in a Conflict: a Will or a Trust?
A will and a living trust are both part of a comprehensive estate plan, that sometimes are inconsistent with one another. When there are conflicts, the trust takes precedence.
May 15, 2020
Need a Will or a Trust or Both?
One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
May 11, 2020