What to Do with an Inherited IRA
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
October 12, 2021
Protect Loved Ones from Financial Elder Abuse
Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.
October 11, 2021
Understanding how a Conservatorship Works
Britney Spears’ terrible, heartbreaking conservatorship seems almost surreal. How can someone with so much success and wealth find herself in such a position? Could what happened to Britney happen to you or me?
October 7, 2021
Beneficiary Controlled Trust can Protect your Legacy
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
October 5, 2021
Businesses should have a Buy-Sell Agreement
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
October 4, 2021
What’s an Enhanced Life Estate?
Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.
September 30, 2021
Plan Carefully before withdrawing Retirement Funds
If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes.
September 29, 2021
Pot Trust gives you added Flexibility
A pot trust is a type of trust that lists children as beneficiaries, with the trustee using his or her discretion as to how trust assets should be spent. If you have minor children, you might consider setting up a pot trust to meet their financial needs, if something should happen to you. This type of trust allows you to create a single pool of assets to be used for the benefit of multiple children.
September 28, 2021
Using Cryptocurrency in your Estate Planning
What Is Cryptocurrency? Why Has It Been So Popular?
September 27, 2021
The Estate of The Union Episode 9 out now!
The Estate of The Union Episode 9 out now! In the latest installment, Brad Wiewel of Texas Trust Law chats with Grace Cook of Harrell
September 24, 2021