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
What Should Women Know about Long-Term Care?
Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
September 23, 2021
Many Benefits of 529 Plans
Only about 35% of Americans have heard of 529 plans, according to the College Savings Plans Network. Of those, a mere one in four connect the plans with higher education savings.
September 22, 2021
Which Trust Is Right for You?
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
September 21, 2021
How to Handle an Inherited IRA
You’ve inherited an individual retirement account, or IRA. Now what?
September 20, 2021
Failures of Do-It-Yourself Estate Planning
Your DIY estate plan might miss important details.
September 17, 2021
What should a Health Care Directive include?
A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.
September 16, 2021